The Point

Recent Articles From Castlepoint

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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

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

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 –