CASTLE WEALTH MANAGEMENT BLOG
- Christina Worley, CPA/PFS, CFA, CFP®
- January 8, 2020
- 2:16 pm
- 0 comments
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 […]
- Melissa Gannon, CDFA®, CFP®
- September 25, 2019
- 3:59 pm
- 0 comments
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 […]
- Melissa Gannon, CDFA®, CFP®
- August 15, 2019
- 8:52 am
- 0 comments
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 […]
- Melissa Gannon, CDFA®, CFP®
- May 14, 2019
- 3:07 pm
- 0 comments
Avoiding probate in Florida and elsewhere only requires a few simple steps. Learn how to avoid probate now to spare your beneficiaries the stress and expense later. How do you spare your family the hassle and expense of probate? Court fees, attorney expenses, and the time-consuming nature of our legal system may seem unavoidable. […]
- Christina Worley, CPA/PFS, CFA, CFP®
- February 28, 2019
- 2:36 pm
- 0 comments
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 even put off retirement planning until it’s too late. It’s up to you alone to […]
- Melissa Gannon, CDFA®, CFP®
- October 24, 2018
- 9:17 am
- 0 comments
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 […]
- Content Desk
- October 16, 2018
- 10:58 am
- 0 comments
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 […]
- Melissa Gannon, CDFA®, CFP®
- August 23, 2018
- 10:14 am
- 0 comments
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 […]
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