Financing Strategies and Debt Management

Castlepoint Blog: The Point

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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Is $5 Million Enough to Make You Rich?

Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.

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Five 401(k) Fundamentals

With all the rules and options, starting a 401(k) plan through your employer can be a daunting task. In this comprehensive 401k overview video, Castlepoint Partner, COO & Advisor Drew Garner, CFP®, discusses contribution limits, vesting schedules, types of 401k plans, investment options, and employer matching.

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