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Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Jake Weatherford

The Power of Compounding Interest

By Jake Weatherford

How does compounding interest work, and how can you unlock

Back 2 Basics: Life Insurance Needs Analysis

By Jake Weatherford

If you’ve ever wondered how much life insurance you need,

Prevent Fraud & Identity Theft With a Credit Freeze

By Kristen Buchman

Freezing temps can be dangerous, but a credit freeze could

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

Stock Market Headlines: Ignore the Hysteria

By Adam Lee

The stock market is not the economy, and the headlines

Treat the Stock Market Like Your First Rodeo

By Kristen Buchman

Even experienced investors should treat the stock market like it’s

College Student Summer Savings Options

By Jake Weatherford

If you know a college student looking for ways to

What Can I Do About Inflation?

By Adam Lee

Inflation rose to a whopping 7% in 2021. In this

7 Questions That Will Help You Choose an Independent Wealth Management Firm

By Jake Weatherford

Identifying the right financial advisor or team of advisors for

Resources/ Client portal

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