Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.
Leave your emotions at the door. In this video, Castlepoint Partner Drew Garner, CFP®, offers up three tips that will help you think strategically instead of reacting emotionally when making investment decisions.
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
Spring is the perfect time of year to pause, reflect, and realign your financial direction. Castlepoint Advisor Kristen Buchman explains how creating a personal financial statement can help you keep your financial goals in sight.