Skip to content
Client Relationship Summary
Client Portal
Careers
405-705-2906
info@castlepointwealth.com
Resources
Blog
Resources
Blog
Resources
Blog
Resources
Blog
Our Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Retirement Planning
Wealth Management
Contact Us
Our Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Retirement Planning
Wealth Management
Contact Us
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
All Posts
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
View All Posts
Three Simple Things You Should Know About 2022 Tax Documents
By
Ted Creegan
A new year means it's once again time for new
How Government and Political Movements Impact the Markets
By
Adam Lee
Government and political movements, both domestic and foreign, have an
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
<
Page
1
Page
2
Page
3
Page
4
Page
5
Page
6
Page
7
Page
8
Page
9
Page
10
Page
11
Page
12
Page
13
Page
14
Page
15
Page
16
Page
17
Page
18
Page
19
Page
20
Page
21
>
Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
Resources
Blog
