by Castlepoint Wealth Advisors | Apr 13, 2023 | Ted Creegan, The Castlepoint Team, The Point
From giving expert financial planning advice to being a human dictionary, Ted Creegan, CFP®, brings an immense amount of value to the Castlepoint advisory team and our clients. Check out this employee spotlight video to learn more about Ted and his role at Castlepoint Wealth Advisors.
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 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.
