Case Slattery Wealth Partners

Helping People Grow, Manage and Preserve Wealth

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Our Mission Watch Our Video Dimensional Video From Mark Slattery The Cost of Procrastination

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

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

 

And the Executor Is

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

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

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Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

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