by Castlepoint Wealth Advisors | Mar 7, 2023 | Education Saving Vehicles & Education Funding, Kristen Buchman, The Castlepoint Team
Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed Hayden Dean Buchman on January 31, 2023. Hayden weighed 6 pounds, 7 ounces and measured 19 inches. Kristen, Cale, big sister Hensley, and baby Hayden are all doing well.
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 Jake Weatherford | Nov 10, 2022 | Jake's Take, The Point
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with Castlepoint Associate & Marketing Specialist Ansel Jeffries to discuss Ansel’s career journey from college to financial planning.
by Jake Weatherford | Mar 14, 2022 | Diversification, Investment Planning, Jake's Take, The Point
With the recent tragic conflict between Russia and Ukraine, many people are wondering what they’re invested in and where. In this video, Castlepoint Partner Jake Weatherford tells you how to find out what is actually in your portfolio.
by Kendall King | Mar 14, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
Volatility in the market due to recent geopolitical events is a concern for many investors. In this article, Castlepoint CEO Kendall King offers up three simple tips that will help you make the best out of the downturn.
