Healthcare

Have you done any planning to manage, control or reduce the increasing cost of healthcare?

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Taxes

The tax you when you earn it, invest it, save it, gift it and die with it. You need to develop a tax strategy.

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Income
Planning

Have you ever been told that public speaking is the number one fear that people have. Well it used to be but it has been replaced.

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Retirement
Stress

Retirement financial stress is at an all time high with 3 out of 4 Americans exceeding the point of stress to anxiety.

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Effectively Planning for Your Retirement


The retirement landscape has changed so dramatically in the last decade that it’s time to separate facts from fiction.  In Retire S.M.A.R.T., you will receive answers to your biggest retirement questions (plus answers to questions you didn’t even know to ask)!

 

Order your FREE copy


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Free Consultation

Set up your appointment to discuss your financial future and get you on the right path to achieving your goals.
See how we can help you!

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Who is Retirement Matters, Inc.


Retirement Matters, Inc. is an independent financial advisory firm that specializes in helping clients enjoy a safer and more secure retirement regardless of whether the markets cooperate or not. We accomplish this by helping our clients prepare a personalized retirement plan that includes the following five components:

  •   A Retirement INCOME plan

  •   A Retirement INVESTMENT plan

  •   A Retirement TAX MANAGEMENT plan

  •   A Retirement HEALTHCARE plan

  •   A Retirement ESTATE plan

Steve Casto
Omaha Financial Advisor & President of Retirement Matters

Retirement
Planning

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Financial
Planning

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IRA and 401k
Rollovers

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Estate
Planning

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Wealth
Management

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Investment
Analysis

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Life / LTC
Insurance

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Social
Security

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