The Tax Cuts and Jobs Act of 2017 expands 529 education plans in 2018 to include elementary and high school expenses. This is welcome news for parents—especially those paying private school tuition—who are taking advantage of 529 savings plans to
Continue reading
The recent Equifax data breach is a reminder to all of us that safeguarding our financial information is vital in today’s technologically charged world. Being proactive and vigilante is the best way to make it hard for opportunistic cyber criminals
Continue reading
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
Continue reading
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
Continue reading
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
Continue reading