by Jake Weatherford | Aug 10, 2023 | Financial Planning Basics, Investment Planning, Jake's Take, The Point
How long will it take your investment to double in value? In this Jake’s Take video, Castlepoint Wealth Advisors Partner & Advisor Jake Weatherford, CFP®, explains the Rule of 72 and how it can give you a ballpark timeframe for doubling your money.
by Jake Weatherford | Jul 12, 2023 | Behavioral Finance, Financial Planning Basics, Investment Planning, Jake's Take, Retirement Savings & Income, Risk Management & Insurance Planning, The Point
How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.
by Jake Weatherford | May 5, 2023 | 401k, IRA, Jake's Take, Retirement Savings & Income, The Point
https://youtu.be/w6_oyY4kefo Congratulations! You just moved workplaces or retired. Now, what do you do with that old 401(k)? In the second installment of the Jake’s Take “Back 2 Basics” series, Castlepoint Partner and Advisor Jake Weatherford, CFP®, lets you know you...
by Jake Weatherford | Apr 13, 2023 | Financial Planning Basics, Jake's Take, Life Insurance, Risk Management & Insurance Planning, The Point
If you’ve ever wondered how much life insurance you need, look no further! Castlepoint Wealth Advisor Partner & Advisor Jake Weatherford, CFP®, kicks off a new Jake’s Take series about the basics of financial planning with a video that explains four basic rules that will help you determine how much life insurance you might neet.
by Jake Weatherford | Mar 10, 2023 | Education Saving Vehicles & Education Funding, IRA, Jake's Take
What happens if you don’t use all of your 529 account funds and there’s no school to be paid for? Castlepoint Partner and Advisor Jake Weatherford, CFP®, explains a new rule from the Secure Act 2.0 that will let you roll your 529 into a Roth IRA.
by Jake Weatherford | Feb 10, 2023 | Jake's Take, Retirement Savings & Income, Social Security & Medicare Planning, The Point
As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
by Jake Weatherford | Dec 15, 2022 | 401k, Jake's Take, Retirement Savings & Income, The Point
Many companies offer a 401(k) as a retirement savings plan. If you’re trying to decide how to invest your 401(k), Castlepoint Partner Jake Weatherford, CFP®, provides six tips that could help high-income earners maximize their 401(k) retirement plan.
by Jake Weatherford | Nov 10, 2022 | Jake's Take, The Point
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with Castlepoint Associate & Marketing Specialist Ansel Jeffries to discuss Ansel’s career journey from college to financial planning.
by Jake Weatherford | Sep 8, 2022 | Investment Planning, Jake's Take, The Point
We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
by Jake Weatherford | Jul 13, 2022 | Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
