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Castle Wealth Group Blog


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

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 may be difficult to imagine that you might want to give up your business one day. However, a day will come when you may want…

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. 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…

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 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…

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 House by a vote of 417-3. However, the Act seemed to be derailed after passing the House so you and your retirement planner may have…

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 an alarm. We are ready to relax and enjoy pursuing hobbies and special interests instead of chasing the clock. Even though we may be emotionally…

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 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…

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 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…

How to Handle Retirement Accounts in Your Estate Plan?

By Chris Berry | November 29, 2019 |

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…

Financial Holiday Gifts for Young Adults

By Chris Berry | November 11, 2019 |

The holidays are approaching and many of us are searching for the perfect gift to give young adults in our lives. Most young adults love to receive money for the holidays. However, if you are searching for something more meaningful, you may want to consider a financial holiday gift that invests in the young adult’s…

Financial Planning for Physicians in Michigan

By Chris Berry | October 30, 2019 |

Many physicians struggle during residency and during the early years of their careers as they pay off student loans and establish their medical practice. However, most physicians eventually become what is considered high-wage-earners. Being a high-wage-earner does not mean that doctors are immune from making financial mistakes. Below are five financial planning mistakes that can…

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