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 created by Kastler Financial Planning as a complimentary offering. Click on images for more information.
“Engineering Your Retirement Plan” is a very detailed guide to developing a solid retirement plan. Designed for the engineer or technically-minded individual do-it-yourselfer. (55 +)
“Successful Aging” workbook for you and your spouse to work on together to help you determine your Retirement “Readiness.” (55 +)
“7Twelve® PDF” A high level presentation on our multi-asset portfolio design philosophy.
“Blended Family” workbook for you and your spouse or soon-to-be spouse to work on together!
“TCJA and Year End Tax Planning” is a rough guide to understanding the 2017 tax changes and potential year-end strategies to discuss with your tax advisor. (young adults +)
“Guide to Selecting a Company Retirement Plan” is a 1-page guide to understanding retirement plan options you have for yourself and potentially your employees. (business owners)
“Faith-Based Small Group Study Guide” will help your church small group members implement a spending plan using biblical principles.
(young adults +)
“25 Financial Stats for Financial Health” A document of financial definitions and formulas to help you determine the 25 critical financial stats for your overall financial health. (young adults +)
View some of our favorite finance books here.
