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Event: Ursula Auger Guest Speaker at Hispanic Chamber of Commerce

June 13, 2017

Castle Wealth Management

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The Hispanic Chamber of Commerce of Palm Beach County 2nd Annual Esperanza Awards Ursula Auger, CFA, CFP(R), Portfolio Manager at Castle Wealth Management, will share her journey as a child immigrant from Peru in the 1980s to a successful business

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Ursula Auger Elected Secretary of Local Toastmasters Chapter

June 10, 2017

Castle Wealth Management

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Castle Wealth Management is proud to announce that Portfolio Manager, Ursula Auger, CFA, CFP® has been elected Secretary of the Freddy’s Forum Toastmasters, a West Palm Beach, Fla. chapter of Toastmasters International. Castle Wealth Management is a strong proponent of

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Event: Are You a Woman Who Does Not Prioritize Her Retirement?

May 10, 2017

Retirement

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Women spend fewer years in the work force and make less money than their male counterparts. They also live longer and take more time off work for family issues. They are often too busy taking care of others and don’t

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Four Ways to Double the Power of Your Tax Refund

April 19, 2017

Taxes

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  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.

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Due Date Approaches for 2016 Federal Income Tax Returns

March 4, 2017

Taxes

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Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of last year’s tax return and gathering W-2s, 1099s, and deduction records.

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