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4A E. Boehringer Street
Batesville, IN 47006

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Giesting Financial

812.933.1791

 
Let's Look Forward

Welcome to Giesting Financial!  Thank you for taking the time to learn more about us.

Managing your financial assets is really a continuous journey, with distinct stages including accumulating wealth during your working career, and then distributing the highest possible income stream to provide for a comfortable and secure retirement.  In addition, there are important events along the way such as education, vacations, weddings, unforeseen financial needs and the opportunity to leave a legacy.

Like any successful journey, you need a plan – beginning with the end in mind - and someone to help guide you along the way. That’s what we do. As financial planning specialists, we work with our clients to proactively plan their financial future. 

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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