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.
Continue readingIf there are not already enough threats for consumers living on the internet, today’s newest trend, phishing attempts initiated via text or SMS, called smishing, is gaining prominence amongst hackers in the financial space. In these smishing scams, hackers send
Continue readingCastle Wealth Management made recent news in The Palm Beach Post for our purchase of a new building just south of Downtown West Palm Beach and steps away from The Norton Museum and other high-end service establishments, such as Palm
Continue readingOn 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 readingCastle 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
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