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Resources/ Client portal
Recent Articles From Castlepount Wealth Advisors
Authors
Jake Weatherford
28 posts
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Kian Rahmanzadeh
1 posts
Kristen Buchman
6 posts
Ted Creegan
2 posts
The Castlepoint Team
50 posts
Kristen Buchman
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Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations
By
Kristen Buchman
Do you own an IRA with a small balance remaining?
Prevent Fraud & Identity Theft With a Credit Freeze
By
Kristen Buchman
Freezing temps can be dangerous, but a credit freeze could
Beware the Beasts of Medicare Part D
By
Kristen Buchman
Aetna, Cigna, and WellCare! Oh my! With 23 plans to
School Is in Session: 529 Plan Refresher
By
Kristen Buchman
With school in session, it's a great time to revisit
Treat the Stock Market Like Your First Rodeo
By
Kristen Buchman
Even experienced investors should treat the stock market like it’s
Realign Your Financial Direction
By
Kristen Buchman
Spring is the perfect time of year to pause, reflect,
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