Posts by Joe Casey

What Do You Know About Annuities?

Once we’ve established an income plan, after we assess your current needs and build a plan that’s going to address income planning in your retirement, we begin to create an investment strategy for the remaining assets. We set aside “X” amount of dollars for the income. Annuities are great tools to use for putting money…

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The Process

Next, we do a portfolio analysis to find out what your current fees are. Typically, we find that we can save someone several thousands of dollars once we take over as their advisor. Achieving low volatility managing assets in a very volatile market is difficult for the average advisor or the average retiree. When the…

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Three Legged Stool

Retirement income is made up of what we refer to as a three-legged stool. You have Social Security, you have a pension, and you have your personal savings. When you look at Social Security, we seek to optimize this benefit. What we mean by optimization is simply this, we want to get as much out…

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What Is Your Journey?

The History Channel has a TV series called, Vikings, an amazing drama, which shows both the harshness and beauty, the drama and intrigue, of life during the Viking Age. Most of the series focuses upon the character of Ragnar Lodbrok, an adventurer and actual historical person. Of course, the TV series does take liberties with…

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Joe Casey’s ‘Fast Track’ Process

The Kentucky Derby is the longest continually held sporting event in America, with the first race taking place in 1875. Over the previous 142 races, rain has fallen on race day 66 times. The conditions of the track are crucial to a race. And in 2017, poor weather conditions caused mayhem for the Kentucky Derby at…

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Like Walmart & Amazon…

In 1950, Sam and Helen Walton moved to Bentonville, Arkansas where Sam opened “Walton’s 5&10” on the downtown square. Inspired by the early success of his dime store, and driven to bring even greater opportunity and value to his customers, Sam opened the first Walmart in 1962 at the age of 44 in Rogers, Arkansas.…

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What Makes A Good Navigator? By definition, a navigator is a person who practices or is skilled in, navigation, as in ships or aircraft.[1] Ferdinand Magellan was a Portuguese explorer and navigator who organized the Spanish expedition to the East Indies from 1519 to 1522, resulting in the first circumnavigation of the Earth. Born into a…

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Have You Made Choices Based Upon What Is Right For You?

If you have a financial advisor, or are in the process of selecting one, ask these questions to be sure you’re getting all the information you need to determine if that advisor is a good fit for you. Remember, not everyone has your best interests at heart. It’s up to you to make informed decisions…

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Finding The Right Advisor

We can’t predict the future, but it seems reasonable to prepare for increases in inflation over the course of retirement. It doesn’t take long for even small changes in inflation to add up. This should be factored into your retirement income strategy, and we can help you identify strategies to address the potential impacts of…

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Turn Your Savins Into Income

Creating a consistent savings mechanism will ensure you are saving a minimum amount each month or paycheck, making progress toward your longer-term goals. Whether you are saving into an investment account or your bank savings account, set up an automatic contribution from each of your paychecks so that the money is “out of sight, out of…

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