CASTLE WEALTH MANAGEMENT BLOG
- Melissa Gannon, CDFA®, CFP®
- November 16, 2021
- 5:15 pm
- 0 comments
The days and weeks that follow the death of a loved one can be painful as you seek something to ease the pain and assuage the grief. To add to the stress, there are legal and financial tasks to handle, especially if the deceased is an immediate member of your family. A checklist can help […]
- Mary Ann Johnson
- October 19, 2021
- 5:28 pm
- 0 comments
U.S. Equity Investment Environment Mounting fears of inflation, an ongoing Congressional budget impasse and anticipation of a reduction in the Fed liquidity provision all weighed on the stock market. Despite opening September with its 54th closing high of the year, the S&P 500 finished September down 4.7% but eked out a 0.6% gain for the […]
- 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 […]
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