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...
Estate Planning & Long-Term Healthcare are among the most ignored areas of financial planning, but they are some of the most important. This estate management checklist is a great starting point to create goals and outcomes for a successful outcome. Do you have a...
Our very own CEO Casey Marx provided smart retirement & 401(k) moves in 2022 tips to reporter Felicia Lawrence WTHR Indianapolis. With inflation and rising interest rates, the state of the economy may have you on edge, wondering what to do with your retirement...
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...
