The $5 Billion Roth IRA

The $5 Billion Roth IRA

In this week’s video, Casey breakdowns the recent ProPublica article that drew attention to some ultra-wealthy investor’s massive Roth IRAs. The Roth IRA was designed to help average Americans save more money for retirement. So it’s no wonder there...
How to Simplify Your Financial Life

How to Simplify Your Financial Life

Retirement isn’t something that materializes overnight.  We spend a large amount of time preparing for it, but the worry and anxiety doesn’t automatically disappear. Taking an active role in an attempt to simplify your financial life is crucial to a happy retirement....
4 Surprises in Retirement

4 Surprises in Retirement

Retirement is a big chapter in your life and is the reward for a lifetime of hard work. What do you plan on doing during your retirement?  If you’re here at the Jersey Shore it could mean more time at the beach.  For a lot of folks, it means more time to travel the...