By analyzing your savings, contributions, and goals, it shows you how much you’ll have and whether there’s a gap to fill.
https://youtu.be/doENqpJPWp4 Casey Marx our founder and CEO of Crown Haven Wealth Advisors. Marx was just interviewed by Samantha Johnson of WTHR about why more Hoosiers are retiring early and how they are pulling it off? n our work with financial planning clients, we...
In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...
59 1/2: Why is this age so important? That age marks a turning point of sorts in your life—on a number of fronts. In particular, the Internal Revenue Service (IRS) allows you to make withdrawals from your retirement account without incurring a penalty. It has also...
Casey Answering Client Concerns - Summer 2022. Today we're going to be talking about interest rates and how that's affecting our overall economy. One of our client's is in the office today, and they're going to be asking me some questions about how the current...
In a recent article on FinancialPlanning.com it was reported that Equitable told teachers their variable annuity fees were $0.00, SEC discovered. As a result, Equitable was charged with misleading retirement savers about hefty fees on variable annuities highlighting...
The June 2022 inflation report just came out and the number was 9.1%. A lot higher than was initially anticipated and now you have all the prognosticators in the market and the media coming out and arguing why that is the case....
