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Recent Articles From Castlepount Wealth Advisors
Authors
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
1 posts
Kristen Buchman
6 posts
Ted Creegan
2 posts
The Castlepoint Team
50 posts
Drew Gardner
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Five 401(k) Fundamentals
By
Drew Gardner
With all the rules and options, starting a 401(k) plan
What are RMDs?
By
Ted Creegan
RMDs (Required Minimum Distributions) are a necessary topic of conversation
Don’t Miss These Smart Tax Moves Before It’s Too Late
By
Kendall King
Oh, what fun it is to save. Wrap up your
Never Waste a Market Crisis
By
Kendall King
After the second-worst start to a year since 1932, everyone's
There’s Still Time to Boost Your 2021 Tax Refund
By
Kendall King
The deadline for filing 2021 taxes is fast approaching, but
Roth IRA vs Tradition IRA vs Brokerage Account
By
Jake Weatherford
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage
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