How Do You Measure Investing Success? I was talking to one of my listeners the other day, and we’re gonna call him Joe. He was mentioning how his friend made a 22% return in the stock market last year. For many reasons, I usually don’t give a statement like that much attention. I don’t even […]
My emphasis is on the preservation of your retirement principle, participation in market gains, and a lifetime of income that you cannot outlive Crown Haven planning prepares you for a retirement that you can count on. This is what we do to ensure your hard-earned money is 100% safe from any and all market losses. […]
What happens to annuities when you die? 99% of all annuity products offer a full death benefit of the account value, or sometimes even more than the account value. I know of at least two annuities that increase your day one death benefit up to 100% of the premium and continue to grow that death […]
This week’s Smart Money podcast is about red money and green money and how you should diversify your financial portfolio to prepare for retirement. Here’s a question, how much of your money is currently in the market? All of it? 50%? 80%? Did you make a conscious decision to have that particular percentage exposed to […]
Our very own Casey Marx was interviewed by Indianapolis Fox 59 News giving out his best 3 mid-year financial planning tips. Here is a summary of the interview. Mid-year is a great time to look at your spending habit for the year. You can start by analyzing your budget, look at your expenses and make […]
At Crown Haven Wealth Advisors we can work with anyone so long as they have an emergency fund in place. One of the great things about what I’ve done is I’ve been fortunate enough to travel the country and work with folks from all different demographics. The underlying theme with all them is they just […]
Things you can’t and you need to control and hold on to with every fiber of your being the things you can control because there’s so much you can. The risk has its place but you have to understand what that risk is and you also have to understand what fees you’re paying and the […]
There are things you can control in other things you can’t and you need to control and and hold on to with every fiber of your being the things you can control because there’s so much you can inflation cost of goods geopolitical conflict Wall Street greed how long you live All these things you […]
Time, money, energy….What is important to you? What does that pie chart look like? What’s really important to you? How do you want to balance it? That should be defined right at the outset you know because and this change is over time too The beginning of your career you might be all about the […]
The age is younger than you think the reality is that the national average for invested assets are investable assets at the age of retirement is just under $100,000 it doesn’t take a skilled mathematician to determine that if you’re income is $50,000 a year or $100,000 a year and you want to take from […]
