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.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
An increasing number have been developed to help individuals with their personal finances.
Here's a breakdown of how the federal government spends your tax money.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
Recent changes in estate tax laws could affect the strategy you have in place.