1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Howard Bailey Financial Inc.
Casey B. Weade, Certified Financial Plannerâ„˘ (CFPÂ®), RICPÂ® and retirement planning professional, has been a sought-after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies for nearly a decade. He is the president of Howard Bailey Financial, Incâ„˘, in Fort Wayne, Ind., author of The Purpose Based Retirementâ„˘ book and host of The Purpose Based Retirementâ„˘ TV and radio shows.
Weade works to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. As a firm believer in establishing a clear purpose for an individual's future to maximize efficiency in his/her financial life, he acts as a financial coach by optimizing current financial situations and looking for the money that is falling through the cracks.
Many small-business owners don't take full advantage of the opportunities available to them to reduce the amount they pay in taxes. Here are 5 often-overlooked tips to consider.
See More From: Building Wealth
Even if the firm youâ€™re working with uses the word â€śindependentâ€ť in its name, you need to dig deeper to make sure your adviser is putting your best interests first.
There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?
Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.
Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.
There are three basic ways that financial advisers draw a paycheck. Which is the best option for you?
You need different types of investments to address all the risks you face in retirement.
Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.