education

Castlepoint Blog: The Point

What do you know about Annuities?

by Jake Weatherford | Nov 10, 2023 | Annuites, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Jake's Take, Risk Management & Insurance Planning, The Point

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®, joins Castlepoint Partner & CIO Adam Lee, CFA®, to discuss the nuances of annuities. The advisory duo explores transparency, fees, and liquidity challenges. Watch this Jake’s Take video to learn why a clear plan is critical to informed decision-making, gain insights into potential pitfalls, and why some of the most successful investors prioritize comprehension over complexity.

The Power of Compounding Interest

by Jake Weatherford | Jul 12, 2023 | Behavioral Finance, Financial Planning Basics, Investment Planning, Jake's Take, Retirement Savings & Income, Risk Management & Insurance Planning, The Point

How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.

School Is in Session: 529 Plan Refresher

by Kristen Buchman | Oct 12, 2022 | Education Saving Vehicles & Education Funding, Kristen Buchman

With school in session, it’s a great time to revisit education savings options. Castlepoint Advisor Kristen Buchman, CFP®, provides a helpful refresher on 529 college savings plans and their benefits.

education

What do you know about Annuities?

The Power of Compounding Interest

School Is in Session: 529 Plan Refresher

Authors

Kendall King

Jake Weatherford

Kristen Buchman

Drew Garner

Adam Lee

The Castlepoint Team

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