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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
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
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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Three Simple Things You Should Know About 2022 Tax Documents

A new year means it's once again time for new

Year-End Tax Ideas

In this video blog post, Castlepoint CEO Kendall King and

Q & A with Kendall W. King: Tax exclusions apply to retirement, college savings accounts and more

https://newsok.com/article/5626852/tax-exclusions-apply-to-retirement-college-saving-accounts-and-more

Reviewing Retirement Planning at Tax Time

http://www.oklahoman.com/article/5544997?access=f7edf77cd060b332531e4677150feea9&utm_medium=social&utm_source=twitter_theoklahoman

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