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The Point
Recent Articles From Castlepoint
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
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Back 2 Basics: What do with an old 401k
By
Jake Weatherford
Congratulations! You just moved workplaces or retired. Now, what do
Risk Tolerance and Holding Individual Stocks: Part 2
By
Adam Lee
In the second part of the Risk Tolerance and Holding
Back 2 Basics: Life Insurance Needs Analysis
By
Jake Weatherford
If you’ve ever wondered how much life insurance you need,
Risk Tolerance and Holding Individual Stocks: Part 1
By
Adam Lee
Holding bobcat and individual stocks both have inherent risks. In
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
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