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Kachel Financial Group

(262) 784-1938

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit
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Understanding Today's Financial Environment


Welcome to Kachel Financial Group in Brookfield, WI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (262) 784-1938.

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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Retirement Redefined

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Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

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Money Draining Food Myths

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Systematic Withdrawals in Retirement

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Historical Inflation

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Tax Management Strategies

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Principles of Preserving Wealth

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Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprise! You’ve Got Money!

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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