Resources/ Client portal

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: What do with an old 401k

By Jake Weatherford

Congratulations! You just moved workplaces or retired. Now, what do

Back 2 Basics: Life Insurance Needs Analysis

By Jake Weatherford

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

529 to Roth IRA: What to Do When You Have Extra Funds!

By Jake Weatherford

What happens if you don't use all of your 529

2022 Portfolio Performance and the Future of Social Security

By Jake Weatherford

As we continue to march into a new year, Castlepoint

6 Tips for High-Income Earners with a 401(k)

By Jake Weatherford

Many companies offer a 401(k) as a retirement savings plan.

Financial Planning Journey with Ansel Jeffries

By Jake Weatherford

Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with

Brokerage Accounts for Your Kids

By Jake Weatherford

We all have reasons why we want to invest and

College Student Summer Savings Options

By Jake Weatherford

If you know a college student looking for ways to

The Advantages of Backdoor Roth IRA Conversions

By Jake Weatherford

401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement

Resources/ Client portal

Recent Articles From Castlepount Wealth Advisors