Casey Marx and the Crown Haven Wealth Advisors team have created a number of downloadable financial planning resources to help navigate the process and find more success.
To download, simply click on the links below. Looking for more in-depth guidance? Schedule a RetireSHIELD® appointment to create a financial plan for your specific needs and goals.
Baby Boomer Retirement Bootcamp
Baby Boomer Retirement Bootcamp: Your Guide to a Safe Future, author Casey A. Marx provides a complete, unobstructed view of what’s behind the financial industry’s curtain. It examines the purpose of retirement – happiness – including the requirements to achieve and maintain that purpose, as well as a no-holds-barred look at the complex financial sales industry.
Gathered from years of research and work, Marx covers a range of topics, including managing your lifestyle in retirement, guaranteed income replacement, investment options involving risk, modern portfolio theories, variable annuities, fixed-indexed annuities, risk-management professionals, insurance professionals, and holistic advisors. Offering insight into a holistic process for a reliable financial future, Marx helps real people plan their retirement.
Baby Boomers Retirement Bootcamp seeks to give you a comprehensive guide to achieving gains that compound annually – without subjecting your money to the perils of the market – to provide you an income you and your spouse will never outlive.
10 Tips for Navigating Stock Market Bubbles wil help you successfully navigate these periods and avoid taking on outsized risk. This guide will help you see things in a different way to avoid mania-driven investing mistakes.
Learn why Crown Haven is positioned differently as Indiana’s best Financial Advisors. We help you with investing, retirement, but we also are experts in tax planning, long-term healthcare, legacy/estate planning, and more.
We created the 101 Retirement Tips Resource Guide from the best of what our team has learned from assisting our clients throughout the years. These tips could save you thousands of dollars compounded over your lifetime.
Experience personalized and purposeful financial planning, we ensure your wealth is properly positioned to accomplish your desired outcome – giving you peace of mind – so you can focus on what matters most to you.
The Ultimate Guide To Net Worth & Your Retirement will help you think about your money, investments, and other assets so you focus on what matters most. We want to help you protect, grow, and sustain your wealth for you; so you can focus more of your time on what matters most.
Do you know how much your retirement will cost? How you will pay for it? The 7-Minute Guide to Retirement Income Planning will give you fresh ideas to explore to generate income from your money through retirement. Get the knowledge of making your money work for you.
The Tax-Free Income Planning Guide demonstrates how Life Insurance is the lowest cost form of “umbrella coverage” where the policyholder will pay a level premium for a specified period of time and heirs/spouse can receive a tax-free lump sum.
Benefits of Roth Conversions Guide illustrates how using an IRA or a tax-deferred account and then transferring a portion of those assets into a Roth IRA, can create tax-free capital. There are several reasons an individual would consider this. This guide is a must for people looking to retire.
Annuities are often a misunderstood type of investment. Add to that many different types of annuities and the way they can be misused by various financial firms to garner fees.
Learn about one of our favorite tax-Free investments that provide growth & distributions, unlimited contributions, and death benefits can be used at any time for any reason.
The Ultimate 401(k) Retirement Planning Guide will cover several topics, including maximizing tax-deferred savings, what to do before retirement, when you change jobs, and more.
Do you feel compelled to place big bets to max out your retirement? Have you fallen for a Ponzi scheme? This eBook covers the investment mistakes you don’t want to make.
The SEC’s Guide to Variable Annuties: What You Should Know will give you the knowledge of how they work, and the charges you will pay. Most importanly help you ask questions if they should be part of your retirement portfolio.
Typically, net worth is the yardstick of choice for measuring financial success. You wouldn’t be human if you didn’t wonder how yours stacked up against your peers – and this is a common question our clients at Crown Haven ask us.