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