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Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

All Posts

6 Tips for High-Income Earners with a 401(k)

By Jake Weatherford

Many companies offer a 401(k) as a retirement savings plan.

What are RMDs?

By Ted Creegan

RMDs (Required Minimum Distributions) are a necessary topic of conversation

Don’t Miss These Smart Tax Moves Before It’s Too Late

By Kendall King

Oh, what fun it is to save. Wrap up your

Financial Planning Journey with Ansel Jeffries

By Jake Weatherford

Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with

How to Thrive in a Bear Market

By Kendall King

2022 has been a disappointing year for investors. With the

Beware the Beasts of Medicare Part D

By Kristen Buchman

Aetna, Cigna, and WellCare! Oh my! With 23 plans to