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.
Helpful Content
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.