Financial Planning Basics

Castlepoint Blog: The Point

How Do You Manage Your Money to Live Abundantly

Where do you start if you want to manage your money more wisely and steward your wealth so you can live abundantly? In this article, Castlepoint CEO Kendall King shares his plans for his Live Abundantly newsletter while discussing why many people struggle to transition from accumulating assets to spending them wisely.

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What Do You Know About Insurance Fees?

Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.

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Be Aware of Search Engine Optimization (SEO) Scams

Google processes 5.9 million searches every minute and 8.5 billion searches every day. If you’re one of the billions of people who use search engines, your investment accounts could be the target of online scams. In this article, learn what to look for when you search online so you can stay one step ahead of sneaky scammers.

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Can You Have a Productive Midlife Crisis?

As people enter their 40s and 50s, creating a strategy to win the second half of life is essential. In this blog post, Castlepoint CEO Kendall King uses concepts from the book “Halftime” by Bob Buford to show how you can have a productive midlife crisis by moving from a “success” mindset to a “significance” mindset in the second half of life.

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Election Year Financial Planning

There’s always a lot of worry and speculation surrounding the stock market during a presidential election year. In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the role of politics in stock market returns and dive into data that shows historically positive returns regardless of who wins the election.

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How to Forecast and Weather the Next Recession

In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, sit down to discuss recessions and why they’re imminent but challenging to forecast. The dynamic duo explains why they build long-term investment plans to weather recessions and why the strategy at the top of a market cycle is just as important as the strategy at the bottom.

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Live Abundantly: Who’s in your top 5?

Castlepoint CEO Kendall King explores the strategic parallels between creating an NBA dream team and assembling a top-notch professional advisory team. Drawing insights from legendary entrepreneurs like Steve Jobs, discover the key roles of advisors, led by a wealth manager as the ‘Point Guard,’ and the vital qualities of A players. Learn how building a cohesive team is essential for achieving personal and financial success, assess your current team, and take action to secure your ‘top five’ for a victorious future.

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What do you know about Annuities?

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®, joins Castlepoint Partner & CIO Adam Lee, CFA®, to discuss the nuances of annuities. The advisory duo explores transparency, fees, and liquidity challenges. Watch this Jake’s Take video to learn why a clear plan is critical to informed decision-making, gain insights into potential pitfalls, and why some of the most successful investors prioritize comprehension over complexity.

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Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

Do you own an IRA with a small balance remaining? Castlepoint Advisor Kristen Buchman, CFP®, discusses tax-efficient year-end giving strategies using Qualified Charitable Donations when you have Required Minimum Distributions (RMDs) remaining. Learn how you can close out the year with a positive impact!

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Top 25 Mindsets and Habits of Successful Entrepreneurs

How similar are you to the most successful people in the world? In this blog post, Castlepoint CEO Kendall King delivers his list of the top 25 mindsets and habits of successful entrepreneurs.

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