Jul 02 2019
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Early Retirement as a Working Parent with Kathy Haselmaier: Podcast

By Lucas Casarez, CFP®

June 20, 2019 Lucas Casarez CFP® / Kathy Haselmaier @ Working Parent Stories Guest, Kathy Haselmaier, shares so many great perspectives on her career and raising children. Here are a few of the topics covered: Tech Layoffs Empowerment of knowing your financial situation Responsibility is our own when it comes to retirement Importance of communication with significant other Balancing new parenthood and careers Knowing what you value and what you don’t Learning from mistakes/financial scares…

Debt Management Strategy
Apr 30 2019
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How to Efficiently Manage Debt Strategy Guide

By Lucas Casarez, CFP®

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.