The Point

Recent Articles From Castlepoint

Authors

Adam Lee

15 posts

Drew Gardner

2 posts

Jake Weatherford

32 posts

Kendall King

33 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

1 posts

Ted Creegan

3 posts

The Castlepoint Team

55 posts

All Posts

Castlepoint Employee Spotlight – Ted Creegan, CFP®

By The Castlepoint Team

From giving expert financial planning advice to being a human

529 to Roth IRA: What to Do When You Have Extra Funds!

By Jake Weatherford

What happens if you don't use all of your 529

Castlepoint Employee Spotlight – Reagan Ellis

By The Castlepoint Team

Reagan Ellis is a key player at Castlepoint Wealth Advisors.

7 Things to Ask Before Asking “Can I Retire?”

By Kendall King

Every year, thousands of people ask the big question –

Meet Hayden Dean Buchman

By The Castlepoint Team

Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed

Prevent Fraud & Identity Theft With a Credit Freeze

By Kristen Buchman

Freezing temps can be dangerous, but a credit freeze could