Greetings! Thank you for visiting me online
Offering a wide range of financial products and services, Casey Long, through Casey Long Financial Services has proudly served his clientele since 1979. Please choose from any of the links above to learn more about me and what I offer, or feel free to contact me directly. I look forward to working with you.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding the value of a home warranty.
Important items to consider when purchasing condo insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
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 seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.