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<h2>Visualize Your Retirement Possibilities</h2>

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Home » Resources » Complimentary PDFs

Complimentary PDFs

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
“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.

Taxes and Retirement
“Guide to Taxes and Your Retirement” is an overview of the stages of retirement and various tax topics to be considered in your Retirement Planning.

successful aging finance book
“Successful Aging” workbook for you and your spouse to work on together to help you determine your Retirement “Readiness.” Included are many non-financial aspects of planning for your retirement.

retirement finance books
“Engineering Your Retirement Plan” is a guide showing the complexities of developing a retirement plan on your own. Focused on de-cumulation. (Technical)

blended family workbook
“Blended Family” workbook for you and your spouse or soon-to-be spouse to work on together! This will help you create your “Together Plan” and a workable budget.

financial health finance book
“Determining Your Financial Health” A document of financial definitions and formulas to help you evaluate 25 critical financial stats for your overall financial health.

tax planning finance book
“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.

small-group-study-guide
“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.

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248-793-7314

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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