Are you considering using your IRA to fund your child’s college? Stop. The benefits of choosing a 529 vs an Individual Retirement Account (IRA) for your child’s college saving plan are many. This guide explores both options to help you see why a 529 plan is the best option for your financial needs and their […]
Category: Our Money Life
Christina Worley to Speak at Private Wealth Latin America Forum
Castle Wealth Management’s Founder and Managing Member, Christina Worley, will be speaking at the 6th Annual Private Wealth Latin America and the Caribbean Forum in Miami, Florida on October 17. She will discuss Alternative Investments: Private Investments and the Importance of ESG. As president of the CFA Society South Florida, Christina often speaks on topics related […]
Why Would You Put Your House in a Trust?
Why would you put your house in a trust? If you’re thinking of putting property in a trust, you may be wondering about the pros and cons of doing so. This guide aims to give you a better understanding of the nuances between setting up a trust and creating a will, especially when it comes […]
Is Your Financial Emergency Kit Ready for Hurricane Irma?
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 […]
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
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 […]