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Home » Blog

Blog

Potential Tax Traps in Retirement

Posted on: 07.12.18 By: Mike Kastler, MSF

By Charles Sherry, M.Sc. and Mike Kastler, MSF A popular quote from one of our founding forefathers, Benjamin Franklin in 1789: Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to be certain, except death and taxes.” Taxes can’t be avoided, but theyRead More >

Selling A Business – Retirement Planning Considerations

Posted on: 05.03.18 By: Mike Kastler, MSF

Selling a Business – Retirement Planning Considerations Before you pull the trigger on selling a business, there are some personal retirement planning considerations. What will you do with the proceeds? How will the sale of the business impact your retirement plan? Most business owners have a significant portion of their net worth tied up inRead More >

Education Planning for Young Families

Posted on: 03.22.18 By: Mike Kastler, MSF

Education Planning – We’ve Got Your Back! Education planning is not easy. The number of investment options, financial aid, and complexity can be daunting and families are faced with ever-rising college costs. The simple answer has always been to start saving early and leverage 529 plans. Although that’s not a bad strategy, most people haveRead More >

Preparing for Financial Planning

Posted on: 03.13.18 By: Mike Kastler, MSF

Preparing for financial planning is like planning for a long vacation. You make your lists, pack everything perfectly and finally after some time you are ready to start your journey. Except that you forgot a few key items. Now you need to go back and make more room in your suitcase. Arghh! What a painRead More >

How the 2018 Tax Changes May Impact You

Posted on: 01.05.18 By: Mike Kastler, MSF

How do the 2018 tax changes affect you? Not since 1986 have we seen such sweeping changes to tax law. Here are some highlights to be aware of. The New IRS Code is Complex Not since 1986 have we seen such a massive overhauling of the U.S. tax laws. The House and Senate went intoRead More >

6 Key Ingredients to Building Wealth

Posted on: 10.13.17 By: Mike Kastler, MSF

Building wealth is easier and more fun during booming stock markets, as many of us have experienced recently, compared to the challenges of bear markets. Many of us remember the various market corrections over the decades that turned our 401(k)’s into 201(k)’s. Maintaining respectable growth during the boom times while minimizing the downside risk duringRead More >

The Power of Financial Planning Software: Navigating Your Financial Future

Posted on: 10.04.17 By: Mike Kastler, MSF

New and powerful financial planning software can help you navigate the myriad of retirement decisions, most of which are irreversible. Don’t Plan Your Retirement Like a Road Trip Vacation We’ve all been on the proverbial road trip heading somewhere you’ve never been and all of a sudden, you’re faced with a fork in the road.Read More >

Equifax Security Breach – Steps You Can Take Now

Posted on: 09.11.17 By: Mike Kastler, MSF

Equifax Security Breach Equifax security breach caused havoc for millions. Here are some steps you can take now to protect yourself. Credit agency Equifax announced on Sept 7 that it suffered a data breach affecting 143 million U.S. consumers. The hack exposed names, Social Security numbers, addresses, birth dates, and driver’s license numbers—all critical piecesRead More >

Investment Strategy in Tumultuous Times

Posted on: 08.28.17 By: Mike Kastler, MSF

Sometimes stepping into the political arena feels like you’re stepping into a minefield! If you are unsettled by the ups and downs of today’s politics and concerned about the impact on the stock market, you’re probably not alone. Although most Americans find the steady diet of headlines concerning, what happens in Washington isn’t necessarily translatedRead More >

7 Tips on Purchasing Your New Home

Posted on: 08.08.17 By: Mike Kastler, MSF

Purchasing your new home can be either a lot of fun or can be very stressful. Which one it will be may depend on how well you are prepared for the home buying process! According to government census data, new home sales are strong, with June data showing continuing slight upward trend since 2012. SimilarRead More >

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Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We are an Advice-Only financial planning firm and do not offer investment management services as a percentage of your asset value.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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