Castle Wealth Management is proud to announce that Portfolio Manager, Ursula Auger, CFA, CFP® has been elected Secretary of the Freddy’s Forum Toastmasters, a West Palm Beach, Fla. chapter of Toastmasters International. Castle Wealth Management is a strong proponent of

Continue reading

Women spend fewer years in the work force and make less money than their male counterparts. They also live longer and take more time off work for family issues. They are often too busy taking care of others and don’t

Continue reading

April 19, 2017

  The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

Continue reading

March 4, 2017

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of last year’s tax return and gathering W-2s, 1099s, and deduction records.

Continue reading

February 11, 2017

Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges, especially when it comes to how to handle taxes. Whether you’re

Continue reading
Blog Subscription
Sign up to receive an email notification when we post a new blog.

Back to top