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 Kendall King | Mar 9, 2023 | Kendall's Counsel, Retirement Income and Distributions, Retirement Savings & Income
Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.
by Jake Weatherford | Feb 10, 2023 | Jake's Take, Retirement Savings & Income, Social Security & Medicare Planning, The Point
As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
by Jake Weatherford | Dec 15, 2022 | 401k, Jake's Take, Retirement Savings & Income, The Point
Many companies offer a 401(k) as a retirement savings plan. If you’re trying to decide how to invest your 401(k), Castlepoint Partner Jake Weatherford, CFP®, provides six tips that could help high-income earners maximize their 401(k) retirement plan.
by Kendall King | Oct 12, 2022 | Financing Strategies and Debt Management, Kendall's Counsel
To pay off your mortgage or not to pay it off—that is the question. A rule of thumb is to retire your mortgage before retiring from your job, but is that the right plan for everyone. Castlepoint CEO Kendall King offers up valuable insights to help you make the decision that’s right for you.
by Jake Weatherford | Jun 7, 2022 | IRA, Jake's Take, Retirement Savings & Income, The Point
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
