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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
28 posts
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Kian Rahmanzadeh
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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The Art of Choosing the Right Fund

In this Jake's Take video, Castlepoint Partners Jake Weatherford, CFP®,

How Do You Manage Your Money to Live Abundantly

Where do you start if you want to manage your

Election Year Financial Planning

There’s always a lot of worry and speculation surrounding the

How to Forecast and Weather the Next Recession

In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®,

From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age

Whether you're a superstar athlete or a successful business person,

Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

Do you own an IRA with a small balance remaining?

Is $5 Million Enough to Make You Rich?

Is $5 Million enough to make you rich? In this

Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability

In Part 3 of the “Risk Tolerance and Holding Individual

Risk Tolerance and Holding Individual Stocks: Part 2

In the second part of the Risk Tolerance and Holding

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