by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point
Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.
by Kendall King | Mar 9, 2023 | Kendall's Counsel, Retirement Income and Distributions, Retirement Savings & Income
Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.
by Kendall King | Dec 14, 2022 | 401k, Financial Planning Basics, IRA, Kendall's Counsel, Retirement Savings & Income, The Point
Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.
by Kendall King | Nov 10, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
2022 has been a disappointing year for investors. With the market recently dropping fast again, it’s important to look at history for comfort. Castlepoint CEO Kendall King explains why perspective is key to thriving in a bear market and why a bull market is likely to come soon.
by Kendall King | Oct 12, 2022 | Financing Strategies and Debt Management, Kendall's Counsel
To pay off your mortgage or not to pay it off—that is the question. A rule of thumb is to retire your mortgage before retiring from your job, but is that the right plan for everyone. Castlepoint CEO Kendall King offers up valuable insights to help you make the decision that’s right for you.
by Kendall King | Jul 13, 2022 | Kendall's Counsel, The Point
With summer fully underway, the job market is flooded with teens working seasonal jobs. While most just want to cover their summer expenses, Castlepoint CEO Kendall King explains a simple investment strategy that can turn that summer cash into a million bucks. And all it really costs is time.
by Kendall King | Jun 7, 2022 | Behavioral Finance, Kendall's Counsel, Psychology of Financial Planning, The Point
After the second-worst start to a year since 1932, everyone’s hoping for the market to come from behind like Rich Strike in the Kentucky Derby. Unfortunately, there’s no way to determine when a market crisis will turn around. Castlepoint CEO Kendall King offers some smart moves you can make right now to put yourself in a better position when the downturn ends.
by Kendall King | May 9, 2022 | Behavioral Finance, Investment Planning, Investment Risk, Kendall's Counsel, Psychology of Financial Planning, The Point
Increased stock market volatility can be unnerving even for veteran investors, but is now the wrong time to invest? History says no. Here are some tips from Castlepoint CEO Kendall King to keep in mind as you move forward with your investment plan.
by Kendall King | Apr 5, 2022 | General Tax Content, Kendall's Counsel, Tax & Estate Planning, The Point
The deadline for filing 2021 taxes is fast approaching, but there’s still time to boost that refund. From IRAs and SEPs to HSAs and 529s, Castlepoint CEO Kendall King offers up some last-minute tips to help you cash in on 2021.
by Kendall King | Mar 14, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
Volatility in the market due to recent geopolitical events is a concern for many investors. In this article, Castlepoint CEO Kendall King offers up three simple tips that will help you make the best out of the downturn.
