CASTLE WEALTH

MANAGEMENT BLOG

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 see why a 529 plan is the best option for your financial needs and their […]
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 ESG. As president of the CFA Society South Florida, Christina often speaks on topics related […]
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 the nuances between setting up a trust and creating a will, especially when it comes […]
On Monday, October 23, 2017 from 5pm to 6pm at Bice Restaurant in Palm Beach, the Foundation for Women’s Cultural and Economic Literacy together with Castle Wealth Management are pleased to present a program to address the recent news that Equifax’s database has been hacked. Equifax, the oldest and one of the largest U.S.-based consumer […]
Castle Wealth Management founder and managing member, Christina Worley, donated much needed funds to Kids Meals, Inc., an organization that delivers meals to the most vulnerable in Houston. “Most of these children eat their only meal of the day at school,” commented Ms. Worley. “With the schools closed in the aftermath of Hurricane Harvey, we […]
As Floridians, we tend to be complacent about hurricanes because we hear about them so much, but even the most jaded natives have been touched by the devastating scenes in Houston this past week. If nothing else, we are a bit more motivated to pay attention to Category 5 Irma barreling through the Atlantic toward […]
  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. Double Your Savings Perhaps you’d like to use your tax refund to start an education […]
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 running your own business or thinking about starting one, you’ll want to be aware of […]

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