Complimentary eBooks and PDFs from Kastler Financial Planning
We want to help you do a deeper dive in various areas of personal finance. These finance books and PDFs are provided by Kastler Financial Planning as a complimentary offering. Click on images for more information.
“Retirement Information Kit” contains a Retirement Planning checklist, a “Questions to Ask Your Financial Advisor”, and a summary of who we are and how we can help you build a a solid Financial Plan.
“Engineering Your Retirement Plan” is a guide showing the complexities of developing a retirement plan on your own. Focused on de-cumulation. (Technical)
“2017 Tax Cut and Jobs Act” is a rough guide to understanding the 2017 tax changes and potential year-end strategies to discuss with your financial advisor or tax advisor.
“Faith-Based Small Group Study Guide” will help your church small group members implement a spending plan using biblical principles.
View some of our favorite finance books here.