by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point
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.
by Jake Weatherford | Apr 13, 2023 | Financial Planning Basics, Jake's Take, Life Insurance, Risk Management & Insurance Planning, The Point
If you’ve ever wondered how much life insurance you need, look no further! Castlepoint Wealth Advisor Partner & Advisor Jake Weatherford, CFP®, kicks off a new Jake’s Take series about the basics of financial planning with a video that explains four basic rules that will help you determine how much life insurance you might neet.
