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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
28 posts
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Kian Rahmanzadeh
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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Five 401(k) Fundamentals

With all the rules and options, starting a 401(k) plan

What are RMDs?

RMDs (Required Minimum Distributions) are a necessary topic of conversation

Don’t Miss These Smart Tax Moves Before It’s Too Late

Oh, what fun it is to save. Wrap up your

How to Turn that Summer Job Into a Million Bucks

With summer fully underway, the job market is flooded with

The Advantages of Backdoor Roth IRA Conversions

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

Never Waste a Market Crisis

After the second-worst start to a year since 1932, everyone's

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