by Kendall King | Oct 12, 2023 | Behavioral Finance, Client & Planner Attitudes, Values & Biases, Education Saving Vehicles & Education Funding, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Retirement Savings & Income, The Point, Time Management & Productivity
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.
by Jake Weatherford | Jul 12, 2023 | Behavioral Finance, Financial Planning Basics, Investment Planning, Jake's Take, Retirement Savings & Income, Risk Management & Insurance Planning, The Point
How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.
by Drew Garner | Jun 2, 2023 | 401k, Drew Garner, Financing Strategies and Debt Management, Investment Planning, IRA, Retirement Savings & Income, The Point
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.
by Jake Weatherford | May 5, 2023 | 401k, IRA, Jake's Take, Retirement Savings & Income, The Point
https://youtu.be/w6_oyY4kefo Congratulations! You just moved workplaces or retired. Now, what do you do with that old 401(k)? In the second installment of the Jake’s Take “Back 2 Basics” series, Castlepoint Partner and Advisor Jake Weatherford, CFP®, lets you know you...
by Jake Weatherford | Mar 10, 2023 | Education Saving Vehicles & Education Funding, IRA, Jake's Take
What happens if you don’t use all of your 529 account funds and there’s no school to be paid for? Castlepoint Partner and Advisor Jake Weatherford, CFP®, explains a new rule from the Secure Act 2.0 that will let you roll your 529 into a Roth IRA.
by Kendall King | Mar 9, 2023 | Kendall's Counsel, Retirement Income and Distributions, Retirement Savings & Income
Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.
by Jake Weatherford | Feb 10, 2023 | Jake's Take, Retirement Savings & Income, Social Security & Medicare Planning, The Point
As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
by Ted Creegan | Jan 12, 2023 | Distribution Rules & Taxation, General Tax Content, Retirement Income and Distributions, Tax & Estate Planning, Ted Creegan, The Point
A new year means it’s once again time for new tax documents and the confusion they often bring. In this video, Castlepoint Advisor Ted Creegan, CFP®, walks us through three simple things you need to know about your 2022 tax documents.
by Jake Weatherford | Dec 15, 2022 | 401k, Jake's Take, Retirement Savings & Income, The Point
Many companies offer a 401(k) as a retirement savings plan. If you’re trying to decide how to invest your 401(k), Castlepoint Partner Jake Weatherford, CFP®, provides six tips that could help high-income earners maximize their 401(k) retirement plan.
by Ted Creegan | Dec 14, 2022 | Financial Planning Basics, Retirement Income and Distributions, Retirement Savings & Income, Ted Creegan, The Point
RMDs (Required Minimum Distributions) are a necessary topic of conversation when dealing with retirement savings. This video from Castlepoint Advisor Ted Creegan, CFP®, will help you navigate the basics of RMDs.
