Thomas Casey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Belpointe Wealth Management in The Villages, FL and the surrounding communities.
As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
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If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longe...
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Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...
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Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
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How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...
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Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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