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

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

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

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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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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.

Rightsizing for Retirement

What does your home really cost?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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