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
Investing
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
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
Back-to-School Season: A Call to Reassess Your Finances
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
Delivering Exceptional Customer Experiences: Our Top Priority at Casey Wealth
Customer service is one of my top priorities. We treat our clients like family because that’s how we would want to be treated if our roles were reversed.
- By caseywealth
Indulging in Nostalgia: Rainbow Cones, Childhood Memories, and Business Success
In a world that often feels busy and demanding, the opening of the Rainbow Cone serves as a delightful reminder of the joy and bliss that ice cream can bring.
- By caseywealth
Expert Financial Planning and Retirement Presentations
Looking to level up your financial planning game? Let our experts educate you and your team on retirement, social security, and all aspects of financial planning.
- By caseywealth