Financial Advising for Employees
Financial advising services benefit companies. We advocate for integrating financial planning into the workday to support employee well-being and productivity.
By caseywealth
Author: caseywealth
Answering Your Top Social Security Questions
Clients have been asking Casey Wealth Management about Social Security, and our experts are here to provide clear, detailed answers to all your questions. Discover how we can help you understand your benefits.
- By caseywealth
Spring Clean Your Finances After Taxes
As spring arrives, it’s not just our closets that could use some tidying up – our finances could benefit from a thorough cleaning too.
- By caseywealth
Navigating Tax Deductions and Optimizing 401(k) Contributions
Are you maximizing deductions for your financial well-being?
- By caseywealth
Are Your New Year’s Resolutions Already Fading? Let’s Stay on Track!
Are you already digressing with your New Year’s resolutions? There is still time to recharge, renew, and begin again! We can help…
- By caseywealth
2024 Resolution: Crush High-Interest Debt Fast!
I cannot believe the new year is here already. I hope you had a great Christmas and Happy New Year! I am sure, like me, you have some New Year’s resolutions you plan to work on.
Here is one resolution I suggest you do going into 2024. If you have any high-interest debt such as credit card balances, I recommend that you work on paying it down in the quickest fashion possible.
Credit card rates are definitely higher than they were a few years ago which is daunting to think. Thus, high-interest debt can accumulate quickly and be a stressful thing to deal with.
Focus and zoom in on the debts that carry high interest rates which can save you money on interest payments. This is a great way to relieve financial stress and experience accomplishment.
Looking for more financial advice for 2024? Contact us today!
- By caseywealth
Managing Festive Finances: Tips For a Debt-Free Holiday
I hope you all had a great Thanksgiving and enjoyed time with the family, good food, and watching some football games.
As we head into this holiday season, make it a priority to stay out of debt to avoid financial struggles that can put you at risk for a debt hangover that could last for years, plus give you unneeded anxiety and stress that you do not need.
The average rate for credit cards assessed interest as of August 2023 was 22.77%, according to data by the Federal Reserve. Set some goals and guidelines as you shop this holiday season.
Here are some tips that can help:
- Make a list of those you need to shop for set a budget of the amount you have available to spend and stick to that budget.
- Search out and compare deals and shop sales. Remember many stores will do price adjustments for purchases that you may have previously made that are on sale later.
- Choose the option of having receipts emailed to you at the time of purchase, that way you can save them in case you need to make a return or exchange.
- Switch your payment method to cash or debit card, that way you are spending what you can afford and budgeted for. Some people use the cash envelope system to stay on track as it is more of a visual approach to shopping and prevents overspending.
If you are experiencing financial difficulties or need advice, reach out. We are here to help with those financial struggles.
- By caseywealth
Over Twenty-Five Years of Gratitude
November is the month of gratitude and thanks; it offers the opportunity to reflect and think about our blessings and the family and friends that are in our lives.
- By caseywealth
Navigating October’s Uncertainties: Take A Closer Look At Rising Interest Rates, Stock Market Volatility, Real Estate Taxes, And Social Security
In these uncertain times marked by rising interest rates, stock market fluctuations, real estate taxes, and social security concerns, our dedication and service to clients shine through. Check out our testimonials to see how we help navigate financial challenges. Remember, financial success is a journey, not an overnight achievement.
- By caseywealth
Facing Financial Stress? Prepare for Retirement with These 10 ‘What Ifs’
With the kids returning to school, numerous individuals find themselves contemplating their existing financial status. Invest just a short span of time to join us for a focused discussion, during which we can jointly explore your financial future.
- By caseywealth