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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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Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

Do you own an IRA with a small balance remaining?

Prevent Fraud & Identity Theft With a Credit Freeze

Freezing temps can be dangerous, but a credit freeze could

Beware the Beasts of Medicare Part D

Aetna, Cigna, and WellCare! Oh my! With 23 plans to

School Is in Session: 529 Plan Refresher

With school in session, it's a great time to revisit

Treat the Stock Market Like Your First Rodeo

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

Realign Your Financial Direction

Spring is the perfect time of year to pause, reflect,

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