Casey B. Weade, CFP®

Casey B. Weade, CFP®

President, Howard Bailey Financial Inc.

Casey B. Weade is president of Howard Bailey Financial Inc. in Indiana and author of the book "The Purpose-Based Retirement." Weade, a financial professional, hosts The Purpose-Based Retirement radio and TV shows in the Fort Wayne area. He earned the prestigious Certified Financial Planner™ (CFP®) certification in addition to being a Retirement Income Certified Professional® (RICP®). He is also an Investment Adviser Representative (IAR), as well as life, accident and health insurance licensed and Long-Term Care Certified.

5 Tax Strategies for Small-Business Owners
business

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-o…
November 22, 2018
Is Your Financial Adviser Truly Independent?
retirement

Is Your Financial Adviser Truly Independent?

Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best in…
August 1, 2018
You Don’t Need a Financial Planner … Unless …
retirement

You Don’t Need a Financial Planner … Unless …

There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who shou…
July 24, 2018
4 Questions to Ask Before Adding an Annuity to Your Retirement Plan
retirement

4 Questions to Ask Before Adding an Annuity to Your Retirement Plan

Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent advis…
November 8, 2017
Why Those Impressive Financial Credentials Aren't Always So Impressive
retirement

Why Those Impressive Financial Credentials Aren't Always So Impressive

Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could ju…
May 23, 2017
Pay Me Now: Pros and Cons of Adviser Compensation Models
retirement

Pay Me Now: Pros and Cons of Adviser Compensation Models

There are three basic ways that financial advisers draw a paycheck. Which is the best option for you?
February 8, 2017
Focus on a Purpose-Based Retirement Portfolio
retirement

Focus on a Purpose-Based Retirement Portfolio

You need different types of investments to address all the risks you face in retirement.
November 23, 2016
What to Do If You Receive A Pension Buyout Offer
retirement

What to Do If You Receive A Pension Buyout Offer

Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.
July 20, 2016