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.
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.
