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Recent Articles From Castlepount Wealth Advisors

Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Jake Weatherford

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

Meet Hayden Dean Buchman

By The Castlepoint Team

Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed

School Is in Session: 529 Plan Refresher

By Kristen Buchman

With school in session, it's a great time to revisit

Brokerage Accounts for Your Kids

By Jake Weatherford

We all have reasons why we want to invest and