CASTLE WEALTH MANAGEMENT BLOG
- Lori Fernicola, CFP ®
- September 17, 2021
- 12:41 pm
- 0 comments
Do you have a disabled child or one with other special needs? Are you having trouble with the financial impact of caring for your special needs child? Or maybe you care for yourself or another adult with a disability? We have gathered government resources for special needs, including financial assistance, in this guide for 2021. […]
- Christina Worley, CPA/PFS, CFA, CFP®
- September 9, 2021
- 6:41 pm
- 0 comments
Current FAFSA Rules Under current rules, parent-owned 529 plans are listed on the FAFSA as a parent asset. Parent assets are counted at a rate of 5.64%, which means 5.64% of the value of the 529 account is deemed available to pay for college. Later, when distributions are made to pay college expenses, the funds […]
- Melissa Gannon, CDFA®, CFP®
- August 27, 2021
- 5:17 pm
- 0 comments
Exponential growth is an important concept in investing. Compound interest, or the interest you earn on the interest your investments generate, adds up over time and represents a significant contribution to your retirement savings. However, calculating how quickly an investment will grow with compound interest can be complex. You can use the rule of 70 […]
- Christina Worley, CPA/PFS, CFA, CFP®
- July 19, 2021
- 9:43 am
- 0 comments
Summary of Market Performance Second Quarter Ended June 30, 2021 U.S. Equity Investment Environment Despite inflation concerns and uncertainty over the future course of the Fed’s stimulus efforts, stocks continued higher as the S&P 500 recorded five new monthly closing highs in a row. The S&P 500 rose 8.6% in the quarter, ticking its fifth […]
- Melissa Gannon, CDFA®, CFP®
- July 9, 2021
- 4:39 pm
- 0 comments
If you and your spouse are considering setting up a trust to manage and protect your family’s assets for future generations, you should consult with an estate planning attorney to gain a full understanding of your options. One choice you will be faced with is to create individual trusts for each of you or a […]
- Christina Worley, CPA/PFS, CFA, CFP®
- May 5, 2021
- 12:40 pm
- 0 comments
Summary of Market Performance First Quarter Ended March 31, 2021 U.S. Equity Investment Environment Supported by momentum in COVID-19 vaccinations, aggressive monetary and fiscal policies and expectations for a strong economic recovery, stocks moved higher in the first quarter. In a dramatic reversal of last year’s outperformance by mega-cap growth stocks, the first quarter’s leaders […]
- Christina Worley, CPA/PFS, CFA, CFP®
- December 30, 2020
- 6:08 pm
- 0 comments
See Castle Wealth Management’s Christina Worley on the WPTV 5 Financial Q&A: How to Spend Your Stimulus Check
- Melissa Gannon, CDFA®, CFP®
- November 27, 2020
- 6:05 pm
- 0 comments
All of your life, everyone has advised you to save your money – as much as you possibly could! It started when you were little with just a piggy bank and some coins. Later, those savings became the source of your income during retirement with IRAs, 401(k)s, interest-bearing savings accounts, and stock market investments. But […]
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