Author: Casey Gibb

Key Strategies for Optimizing Social Security Benefits

November 27, 2019 | Casey Gibb

If you search the Internet for the "future of social security," you will find yourself scrolling through a never-ending list of doomsday posts, with several predicting Social Security's possible demise by 2035. While it appears there may be a little over a decade to find solutions to maintain Social Security now, and for future generations, we all need to plan...

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Maximizing Retirement Planning for Corporate Executives

November 21, 2019 | Casey Gibb

Your peak earning years are the best time to focus on both your executive financial plan as well as your executive retirement plan. Both need to minimize your risk while maximizing your benefits, to help reach a lucrative and financially successful future. As a CEO or corporate executive, you know how to set goals and achieve them. Fortunately, this is...

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How to Create & Maintain Generational Wealth

November 7, 2019 | Casey Gibb

One of the most challenging questions to answer as you begin your estate planning is how you can make sure that future generations, your children, grandchildren, great-grandchildren, and beyond, will continue your legacy. How can you ensure that current family members and future generations of your family will act as trusted stewards with your wealth and maintain what you've built...

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Retirement Planning: How Can You Estimate the Income You Will Need?

October 24, 2019 | Casey Gibb

Retirement planning begins with a thorough understanding of your cash flow analysis: Where are you spending, and how? Where can you save? These crucial questions will apply not just to where you are today but will serve as your predictors to how you are on track to fare financially, once you retire. Take Care of Yourself, Take Care of Your...

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