CaseSlattery Wealth Partners
Omaha, Nebraska Wealth Parnters
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.
How Income Taxes Work
A quick look at how federal income taxes work.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Even low inflation rates over an extended period of time can impact your finances in retirement.
It's important to understand how inflation is reported and how it can affect investments.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold, and its history, may help you answer that question.