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Posts by Chris Berry

Coronavirus Preparedness from Castle Wealth Group

Here at Castle Wealth Group, we think of our clients as family. As such we want you to know that your health and safety is our first priority. We are monitoring the situation surrounding Coronavirus (COVID-19) and we are listening to the recommendations made by the CDC and the WHO. We wanted to update you…

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Five Easy Steps to Improve Financial Wellbeing in 2020

Welcome to a new decade. If one of your New Year’s resolutions was to become financially stronger in 2020, the financial professionals of Castle Wealth Group are here to help. We are developing new classes and programs for 2020 that will teach you the skills and give you the tools you need to increase your…

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Five Retirement Tips for Individuals in Their 50s

Are you turning 50 years old in 2020? If so, it is time to get serious about your retirement plans. Hopefully, you already have a retirement plan in place and you are actively preparing for retirement. However, even if you have a retirement plan in place, you can benefit from ramping up your efforts to…

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Tips for Setting and Reaching Financial Goals in 2020

As 2019 comes to an end, it is an excellent time to reflect upon the year and begin thinking about your finances for 2020. What financial goals do you want to reach in 2020? Are there certain steps you need to take in 2020 to help you reach your long-term financial goals? Below are several…

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What Is A Multi-Year Guaranteed Annuity?

Annuities are useful financial planning products for retirement because they offer many of the same benefits of a pension plan. A benefit of an annuity is that it can be tailored to the purchaser’s specific needs. The annuity contract can be designed to make regular payments for a predetermined number of years or the remainder…

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How to Handle Retirement Accounts in Your Estate Plan?

A will is the basic instrument in your estate plan. Your will directs your personal representative to distribute your property to your heirs. However, retirement accounts are handled differently from other types of property. If you want to transfer your retirement accounts to your loved ones, you need to take additional steps other than creating…

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