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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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Being healthy not only makes you feel good, it may also help you financially.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Here's a breakdown of how the federal government spends your tax money.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.