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
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Surprises
Making the most of surprises is a great reason to work with us.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.