• Casey B. Weade, CFP®, a leading retirement planning professional, has been a sought after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies for nearly a decade. Mr. 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. A firm believer in achieving success through a personalized strategy, Mr. Weade acts as each individual’s financial coach working to optimize their current financial situations by managing and minimizing financial risks, tax liabilities and positioning accounts for continued growth – regardless of market volatility. Mr. Weade graduated from Stetson University with a Bachelor’s degree in Finance as a member of the honorary finance fraternity Beta Alpha Psi. He then went on to earn the prestigious Certified Financial Planner™ (CFP®) certification through Kaplan University. He is also an Investment Advisor Representative (IAR), permitting him to advise on a variety of investments, as well as life, accident, and health insurance licensed and Long-Term Care Certified. To go along with these credentials Casey is also an approved member of the Extended Fiduciary Network™ (EFN), National Ethics Bureau™ (NEA), Better Business Bureau® (BBB), and the Financial Planning Association (FPA).

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  • Friday's Financial Tip: RETIREMENT INCOME 12/21/2012

    Retired and need income from your investments? Forget bonds. Use a systematic withdrawal plan instead. Your advisor can show you how to receive a steady income from your portfolio without market risk. Casey

  • Friday's Financial Tip: INVESTMENT RATINGS 12/14/2012

    You should not buy investments because they are rated 5 stars. Even Morningstar admits that the star ratings have no predictive quality.

  • Friday's Financial Tip: MUTUAL FUNDS 12/07/2012

    Believe it or not all the fees in your mutual fund do not have to be disclosed to you under the “expense ratio” that they show you. The average expense ratio of a mutual fund is around 1.3%. But those

  • Friday's Financial Tip: MORTGAGE LENGTH 11/30/2012

    In my opinion, a 30-year mortgage is better than a 15. With longer mortgages you get a lower monthly payment and a higher tax deduction. The lower cost helps boost your monthly investing, which can lead

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