Case Slattery Wealth Partners

Helping People Grow, Manage and Preserve Wealth

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CaseSlattery Wealth Partners 

Omaha, Nebraska Wealth Partners

Here at CaseSlattery, our sole focus is onhelping our clients reach and maintain financial independence throughout multiple generations. We do this by building relationships based on trust, creating tailored financial plans, and providing exceptional service.

We realize that service, as well as our commitment to you and the “little things,” is what truly sets us apart. We invite you to learn more about us by exploring the pages of our website.

 

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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