by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point
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.
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 Kendall King | Apr 5, 2022 | General Tax Content, Kendall's Counsel, Tax & Estate Planning, The Point
The deadline for filing 2021 taxes is fast approaching, but there’s still time to boost that refund. From IRAs and SEPs to HSAs and 529s, Castlepoint CEO Kendall King offers up some last-minute tips to help you cash in on 2021.
by Kendall King | Nov 2, 2021 | Fundamental & Current Tax Law, Kendall's Counsel, Tax & Estate Planning, The Point
With upcoming income tax changes still unclear, Castlepoint CEO Kendall King offers some smart planning moves you can act upon now while we wait for the final legislation to pass Congress.
by Jake Weatherford | Nov 2, 2021 | General Tax Content, Jake's Take, Tax & Estate Planning, The Point
In this video blog post, Castlepoint CEO Kendall King and Castlepoint Partner/Advisor Jake Weatherford team up to deliver some year-end tax ideas and the strategies they use to save Castlepoint’s clients on their taxes.
by Castlepoint Wealth Advisors | Mar 26, 2019 | General Tax Content, In The News, Tax & Estate Planning
https://newsok.com/article/5626852/tax-exclusions-apply-to-retirement-college-saving-accounts-and-more
by Castlepoint Wealth Advisors | Jun 15, 2018 | In The News, Tax & Estate Planning, Types, Features and Taxation of Trusts
http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F06%2F15&id=Ar02005&sk=836C1886
by Castlepoint Wealth Advisors | Sep 8, 2017 | Estate/Legacy, In The News, Tax & Estate Planning
http://newsok.com/article/5563179
by Castlepoint Wealth Advisors | Apr 11, 2017 | General Tax Content, In The News, Retirement Savings & Income, Tax & Estate Planning
http://www.oklahoman.com/article/5544997?access=f7edf77cd060b332531e4677150feea9&utm_medium=social&utm_source=twitter_theoklahoman
by Castlepoint Wealth Advisors | Dec 21, 2016 | Fundamental & Current Tax Law, In The News, Tax & Estate Planning
http://www.oklahoman.com/article/5531575?access=50490d1d1f7325395580c806de9c2fa3&utm_medium=social&utm_source=twitter_theoklahoman
