Year-End 2021 Tax Advice. Many of us don’t like paying taxes, and most everyone wants to save money. Our founder Casey Marx was just featured on Money Tips to prepare for the 2022 tax season WTHR 13 NBC Indianapolis telling everyone to start making tax moves right now because it can help increase our tax […]
Crown Haven adopted 100 Salvation Army Angels in Indianapolis this holiday season. We are beyond thankful that our business has thrived through this challenging year. With that success, we wanted to give back to our community. Partnering with the Salvation Army Indianapolis we are adopting a minimum of 100 Salvation Army Angels. WTHR was there […]
You have seen over and over again that every few years, the market crashes. Sometimes it crashes hard. For most of your life, you didn’t really care. In fact, if you’re like me, I wanted the market to crash back in those days. Why? Because it was a buying opportunity. Besides, I knew the market […]
Don’t wait until April to start thinking about taxes. Now is the time to start planning for your 2022 taxes. There are several things you can do right now to give yourself a better chance to reduce your tax burden. Our founder Casey Marx spoke with WRTV to share investment and tax planning strategies to […]
I need to share with you misconceptions about retirement planning and how people think of their retirement. Many people have been taught by educators and even financial planners to think of their retirement dollars as a pile of money. For example, you might have $200,000 in your retirement account right now and be thinking that […]
I was watching a car auction on the TV the other day. One beautiful car after another went over the auction block, some selling for more than $100,000. The commentators kept on referring to the cars as either a driver or a trailer queen. Now for those of you who are not familiar with classic […]
Are you someone playing it too safe with retirement planning? In our financial planning, we see many people at or close to retirement spending way too much time being worried about what’s going to happen with their retirement money instead of planning what they’re going to do with it. The entire concept of retirement is […]
Longevity annuities and what you should Know. In our many years of helping clients plan for retirement, we have noticed on Longevity annuities can protect against outliving savings. But not many buy… Casey just saw the article “Longevity annuities can be a good deal for seniors. But not many people buy them” posted to CNBC.com. […]
Fox 59 Indianapolis just interviewed our very own Casey Marx for financial advice on cybersecurity and ransomware. New data shows ransomware attacks have increased by more than 90% in the last 6 months and it’s not just affecting businesses but anyone can lose a lot of money and time mitigating the damage from compromised information. […]
How much money do you currently have in the market? All of it? 50% 80%? Did you make a conscious decision to have that particular percentage exposed to market risk? How did you decide stocks, mutual funds, ETFs, bonds, annuities, or maybe a professionally managed wealth management account? Or… Did it just sort of happen? […]
