CASTLE WEALTH MANAGEMENT BLOG
- 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 […]
- Content Desk
- December 14, 2016
- 8:00 am
- 0 comments
The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations. 1. Choose your charities wisely Choosing worthy organizations that support the causes […]
- Content Desk
- December 9, 2016
- 11:19 am
- 0 comments
A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.1 Your own savings may be on more solid ground, but […]
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