by Kristen Buchman | Nov 10, 2023 | Financial Planning Basics, Financing Strategies and Debt Management, Kristen Buchman, Tax & Estate Planning, The Point
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!
by Castlepoint Wealth Advisors | Jun 2, 2023 | The Castlepoint Team, The Point
Kristina Buchman, CFP®, is an essential part of the Castlepoint advisory team. Check out this employee spotlight video to learn more about this K-State Wildcat and her role at Castlepoint Wealth Advisors.
by Castlepoint Wealth Advisors | Mar 7, 2023 | Education Saving Vehicles & Education Funding, Kristen Buchman, The Castlepoint Team
Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed Hayden Dean Buchman on January 31, 2023. Hayden weighed 6 pounds, 7 ounces and measured 19 inches. Kristen, Cale, big sister Hensley, and baby Hayden are all doing well.
by Kristen Buchman | Feb 10, 2023 | Financial Planning Basics, Kristen Buchman, The Point
Freezing temps can be dangerous, but a credit freeze could keep you safe from fraud and identity theft. Castlepoint Advisor Kristin Buchman, CFP®, explains why freezing your credit can be a cool idea.
by Kristen Buchman | Nov 10, 2022 | Eldercare & Special Needs Planning, Kristen Buchman, Retirement Savings & Income, The Point
Aetna, Cigna, and WellCare! Oh my! With 23 plans to choose from, picking the right Medicare drug plan during open enrollment can be a beast. If you’re over or near 65 Castlepoint Advisor Kristin Buchman, CFP, has some helpful advice for choosing the right plan for you.
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.
by Kristen Buchman | Aug 10, 2022 | Financial Planning Basics, Kristen Buchman, Psychology of Financial Planning
Even experienced investors should treat the stock market like it’s their first rodeo. In this article, Castlepoint Advisor Kristen Buchman, CFP®, shares what driving her first car, a stick-shift Isuzu Rodeo, taught her about investing in a turbulent market.
by Kristen Buchman | May 9, 2022 | Client & Planner Attitudes, Values & Biases, Kristen Buchman, Psychology of Financial Planning, The Point
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.
