CASTLE WEALTH MANAGEMENT BLOG
- Content Desk
- October 18, 2017
- 9:37 am
- 0 comments
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 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 […]
- Christina Worley, CPA/PFS, CFA, CFP®
- September 5, 2017
- 4:43 pm
- 0 comments
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 […]
- Content Desk
- April 19, 2017
- 9:30 am
- 0 comments
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 […]
- Content Desk
- February 11, 2017
- 5:00 am
- 0 comments
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 […]
- Melissa Gannon, CDFA®, CFP®
- January 24, 2017
- 7:00 am
- 0 comments
Getting divorced is a very emotional process, and people often make financial mistakes that can haunt them for the rest of their lives. If you are thinking about filing for divorce or in the midst of negotiating a settlement, be sure to keep the following points in mind: Not having a firm grasp on your […]
- Melissa Gannon, CDFA®, CFP®
- December 29, 2016
- 7:00 am
- 0 comments
If you answered yes to this question, then you need to pay attention to estate planning. Nearly everyone has an estate—regardless of how large or small. It’s made up of everything you own—home, car, savings account, investments, etc. And one of the costliest and most disruptive things you can do to your family is leave […]
- Content Desk
- December 23, 2016
- 11:16 am
- 0 comments
It’s that time of the year to take a good look at your investment portfolio and evaluate what went right and what went wrong during the past twelve months. If you’re like most investors, you will have both winners and losers. The good news is that, through tax-loss harvesting, you can turn losing positions into […]
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