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Recent Articles From Castlepount Wealth Advisors

Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Jake Weatherford

Election Year Financial Planning

By Jake Weatherford

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

Is $5 Million Enough to Make You Rich?

By Kendall King

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

7 Things to Ask Before Asking “Can I Retire?”

By Kendall King

Every year, thousands of people ask the big question –

2022 Portfolio Performance and the Future of Social Security

By Jake Weatherford

As we continue to march into a new year, Castlepoint

6 Tips for High-Income Earners with a 401(k)

By Jake Weatherford

Many companies offer a 401(k) as a retirement savings plan.

Should I Pay Off My Mortgage?

By Kendall King

To pay off your mortgage or not to pay it

The Advantages of Backdoor Roth IRA Conversions

By Jake Weatherford

401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement