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 have seen the pandemic serve...
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...
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. Watch Casey Marx RICP® Discuss The June...
Financial planning requires discipline and dedication. Crown Haven Wealth Founder and President Casey Marx shared a step-by-step guide to getting your finances in order with WTHR. Maintaining discipline is the best way to stick to your goals. Break your goals down...
