Castle Wealth Group Blog

We help individuals and families work toward achieving their ideal retirements.

Coronavirus Preparedness from Castle Wealth Group

By Chris Berry | March 12, 2020 |

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…

Should You Be Worried About Your Retirement and the Coronavirus Stock Crash?

By Chris Berry | March 3, 2020 |

Coronavirus has been a daily topic on the news as the spread of the virus is carefully tracked throughout the world. Each new Coronavirus outbreak, quarantine, or fatality is broadcast…

Should I Roll Over My 401k Account to My New Employer’s Retirement Account?

By Chris Berry | February 3, 2020 |

Retirement planning is an important financial matter that everyone needs to consider. Unfortunately, many people have placed their retirement planning on autopilot. They contribute to their 401(k) account through their…

Business Succession Planning — Three Reasons You Need a Business Succession Plan Now

By Chris Berry | January 18, 2020 |

As a business owner, you know more about your company than any other person. You founded the company and built it into the successful business that it is today. It…

Five Easy Steps to Improve Financial Wellbeing in 2020

By Chris Berry | January 6, 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.…

Five Retirement Tips for Individuals in Their 50s

By Chris Berry | December 26, 2019 |

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…

Congress Set to Pass the SECURE Act — The Impact on Your Retirement Plans

By Chris Berry | December 19, 2019 |

You might have discussed the changes that the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) with your retirement planer back in the summer when it passed the…

Are You Ready for Retirement? These Signs Say You May Not be as Ready as You Think

By Chris Berry | December 16, 2019 |

Most of us look forward to retirement. We long for the day when we can wake up because we are ready to wake up, instead of waking up because of…

Tips for Setting and Reaching Financial Goals in 2020

By Chris Berry | December 11, 2019 |

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…

What Is A Multi-Year Guaranteed Annuity?

By Chris Berry | December 10, 2019 |

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…

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