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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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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
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