A Modern Retirement Mindset: Elevate Meaning and Purpose By Becoming 'Job Optional'
With the right framework, you can stop worrying about what's next and focus on what's here today.
Casey Weade guests on newly-launched "Lifestyle Investor" podcast
In the podcast, Casey discusses how to maximize financial confidence and overall financial well-being.
Getting to Know the Mishawaka Team: Meet Hannah Ash
Hannah Ash joined Howard Bailey Financial in August 2018. Since then, she’s been a valuable member of the team and the Mishawaka office.
Getting to Know the Mishawaka Team: Meet Christopher L. Horoky
Christopher Horoky joined the Howard Bailey team in February 2018. Since joining, he has helped expand our offices into the Mishawaka area and has brought a friendly, familiar, and local presence to our newest office.
Getting to Know the Mishawaka Team: Meet Bradley Simich
Bradley Simich joined Howard Bailey in November 2018. Since then, he has used his passion for helping people to help families build comprehensive financial plans that allow them to retire with purpose.
Howard Bailey Advisor Rob McCoy achieves CFP® designation
Rob McCoy joined the Howard Bailey family in 2014. From the moment he accepted his role, he knew he wanted to use his love of the educational side of the industry to help others.
'Retirement Isn't About Money': How Casey Weade Is Helping People Find Freedom in Life After Work
Becoming successful won't make you happy - unless you're intentional about it.
Your Financial Planner Shouldn't Manage Your Investment Portfolio
At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way anymore.
Warren Buffett Says the Secret to Success Is Saying 'No.' Do Experts Agree?
Billionaire and Berkshire Hathaway CEO Warren Buffett once said, “The difference between successful people and really successful people is that really successful people say no to almost everything.” We asked these accomplished leaders and Advisors in The Oracles if they agreed with Buffett. Here’s what they said.
8 secrets to getting everything you want in life
Having it all comes down to having the right mindset. Business leaders and advisors from The Oracles let us in on how they achieved their dreams — and how you can, too.
Confessions Of A Financial Advisor - Three Mistakes To Avoid
I have made many mistakes over my years as a financial advisor. But I learned from all of them and used those experiences to better my practice. What follows are some of the biggest mistakes I made early in my career and how others can avoid them.
5 Tax Strategies for Small-Business Owners
Many small-business owners don't take full advantage of the opportunities available to them to reduce the amount they pay in taxes. Here are 5 often-overlooked tips to consider.