CASTLE WEALTH MANAGEMENT BLOG

Melissa Gannon, CDFA®, CFP®
August 15, 2019
8:52 am
0 comments

Health Savings Accounts (HSA) Offer Triple Tax Advantage

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

How to Avoid Probate: Simple Steps to Take Now to Avoid Headaches Later

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

4 Ways The Self-employed Can Save For Retirement

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

529 VS IRA: 7 Reasons a 529 Plan is Better for College Savings

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

Christina Worley to Speak at Private Wealth Latin America Forum

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?

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 […]

Content Desk
October 18, 2017
9:37 am
0 comments

Event: Practical Ways to Safeguard Your Credit

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 […]

Content Desk
September 6, 2017
10:48 am
0 comments

Castle Wealth Management Supports Kids Meals, Inc. in Aftermath of Hurricane Harvey

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 […]

Subscribe to Our Blog