The uncertainty of how the coronavirus outbreak will affect the US and global economies triggered the S&P 500 to tumble more than 30 percent. In March, stocks experienced both the fastest and largest decline into a bear market ever, and the fastest and largest one-day advance in 87 years. At this point, we have no […]
Category: Blog
Castle Wealth Management on COVID-19
At Castle Wealth Management, we recognize the ongoing and increased uncertainty that COVID-19 is causing in our area. Our highest priority is the safety and wellbeing of our clients, partners and colleagues. As the situation continues to evolve, we are taking steps to ensure our approach is consistent with the guidance provided by The World […]
10 Divorce Financial Planning Mistakes to Avoid
People often make irrational financial decisions during divorce just to get the messy situation over with. But hasty choices can haunt you for the rest of your life if you’re not careful about your own financial planning post-divorce. To take control and learn from the mistakes many divorcees have learned the hard way, we’re sharing […]
6 Ways To Fund Long-Term Care
Fortify your financial future and protect your retirement from the staggering costs of long-term care with these proactive solutions and strategies. What’s your plan to pay for long-term care (LTC) in your later years of life? The U.S. Department of Health and Human Services says 70% of people over age 65 will need some type […]
Health Savings Accounts (HSA) Offer Triple Tax Advantage
Financial experts agree an HSA may be the smartest addition to your retirement savings plan. So are you taking advantage of one? A health savings account (HSA) is often overshadowed by 401(k)s and IRAs when it comes to retirement planning. But an HSA could be the secret you need to maximize your retirement savings if […]