financial planning

Castlepoint Blog: The Point

Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

Do you own an IRA with a small balance remaining? Castlepoint Advisor Kristen Buchman, CFP®, discusses tax-efficient year-end giving strategies using Qualified Charitable Donations when you have Required Minimum Distributions (RMDs) remaining. Learn how you can close out the year with a positive impact!

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Is $5 Million Enough to Make You Rich?

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.

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Risk Tolerance and Holding Individual Stocks: Part 2

In the second part of the Risk Tolerance and Holding Individual Stocks series, Castlepoint Partner & CIA Adam Lee, CFA®, eschews wildlife analogies to provide straightforward principles that can help mitigate the risks of picking individual stocks. These principles include holding periods, historical Beta, and implied volatility.

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