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February 28, 2019


Where does saving for retirement fall on your to-do list as a small business owner or self-employed individual? Without an employer pushing you to save, you are very likely to lose valuable time building your own pension plan. You may

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Are you considering using your IRA to fund your child’s college? Stop. The benefits of choosing a 529 vs an Individual Retirement Account (IRA) for your child’s college saving plan are many. This guide explores both options to help you

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Castle Wealth Management’s Founder and Managing Member, Christina Worley, will be speaking at the 6th Annual Private Wealth Latin America and the Caribbean Forum in Miami, Florida on October 17. She will discuss Alternative Investments: Private Investments and the Importance of

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Why would you put your house in a trust? If you’re thinking of putting property in a trust, you may be wondering about the pros and cons of doing so. This guide aims to give you a better understanding of

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Castle Wealth Management recommends this event to all clients. If you are a senior or the child of a senior, learning about fraud prevention is very important. The CFA Society South Florida presents “Money Smart Week – Investor Education and

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