The Point

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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.
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A new year means it's once again time for new
Government and political movements, both domestic and foreign, have an
Many companies offer a 401(k) as a retirement savings plan.
RMDs (Required Minimum Distributions) are a necessary topic of conversation
Oh, what fun it is to save. Wrap up your
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with