Resources/ Client portal

Authors

Adam Lee

15 posts

Drew Gardner

2 posts

Jake Weatherford

32 posts

Kendall King

32 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

52 posts

The Castlepoint Team

Castlepoint Employee Spotlight – Melissa Ray

By The Castlepoint Team

From compliance to client services, Melissa Ray plays a vital

Three Simple Things You Should Know About 2022 Tax Documents

By Ted Creegan

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

How Government and Political Movements Impact the Markets

By Adam Lee

Government and political movements, both domestic and foreign, have an

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

By Jake Weatherford

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

What are RMDs?

By Ted Creegan

RMDs (Required Minimum Distributions) are a necessary topic of conversation

Don’t Miss These Smart Tax Moves Before It’s Too Late

By Kendall King

Oh, what fun it is to save. Wrap up your

Financial Planning Journey with Ansel Jeffries

By Jake Weatherford

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

How to Thrive in a Bear Market

By Kendall King

2022 has been a disappointing year for investors. With the

Beware the Beasts of Medicare Part D

By Kristen Buchman

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

Brokerage Accounts for Your Kids

By Jake Weatherford

We all have reasons why we want to invest and