I was watching a car auction on the TV the other day. One beautiful car after another went over the auction block, some selling for more than $100,000. The commentators kept on referring to the cars as either a driver or a trailer queen. Now for those of you who are...
Are you someone playing it too safe with retirement planning? In our financial planning, we see many people at or close to retirement spending way too much time being worried about what’s going to happen with their retirement money instead of planning what...
Longevity annuities and what you should Know. In our many years of helping clients plan for retirement, we have noticed on Longevity annuities can protect against outliving savings. But not many buy… Casey just saw the article “Longevity annuities can be a good...
Fox 59 Indianapolis just interviewed our very own Casey Marx for financial advice on cybersecurity and ransomware. New data shows ransomware attacks have increased by more than 90% in the last 6 months and it’s not just affecting businesses but anyone can lose a...
How much money do you currently have in the market? All of it? 50% 80%? Did you make a conscious decision to have that particular percentage exposed to market risk? How did you decide stocks, mutual funds, ETFs, bonds, annuities, or maybe a professionally managed...
