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Castle Wealth Group Blog


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

Is There a Difference Between Financial Planning and Estate Planning?

By Chris Berry | October 9, 2019 |

Even though there may be some elements of financial planning and estate planning that overlap, they serve very different roles. Working with a financial planner and an estate planning attorney can help you protect your assets now and in the future. However, there are other benefits of working with professionals to develop a financial plan…

The SECURE Act May Significantly Change Your Retirement and Estate Plan Regarding Stretch IRAs

By Chris Berry | August 8, 2019 |

The U.S. House of Representatives passed The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 in a 417 to 3 vote. If the U.S. Senate passes The SECURE Act in its present form, the consequences could change the retirement plans and estate plans for many individuals. One of the issues that has…

Bringing Up the Topic of Estate Planning with Your Parents

By webteam | July 26, 2019 |

Bringing Up the Topic of Estate Planning with Your Parents Mother’s Day has just passed and Father’s Day is right around the corner. As our parents age, there are certain topics that we need to address with them that could be a bit uncomfortable for everyone. In many cases, parents do not wish to discuss…

Merging Finances with a Life Partner

By webteam | July 26, 2019 |

Merging Finances with a Life Partner Many brides consider June the best month to plan a wedding for many reasons. June is named for the Roman goddess of marriage, Juno, so many cultures believed being married in June would bring happiness and prosperity. June was also a popular month because the birth of children conceived…

How Does Bitcoin and Other Cryptocurrency Affect Tax Planning?

By webteam | July 26, 2019 |

How Does Bitcoin and Other Cryptocurrency Affect Tax Planning? Bitcoin is a form of cryptocurrency, also referred to as altcoins or digital currency. Cryptocurrency was first introduced in 2009 when bitcoin was created. Bitcoin continues to be synonymous with digital currency, even though other forms of digital currency now exist, including Litecoin, Ripple, and Ethereum.…

Five Tips to Make Tax Time Easier for You Next Year

By webteam | July 26, 2019 |

Five Tips to Make Tax Time Easier for You Next Year It is only July, so why should you be thinking about filing your taxes? You have at least nine more months before you need to worry about that. However, if you find that April is always a terribly anxious and frustrating month for you,…

The Three Important Money Lessons Your Children Don’t Learn in School

By webteam | July 26, 2019 |

The Three Important Money Lessons Your Children Don’t Learn in School In just a few weeks, children will return to school. History, reading, math, and other subjects will fill their days. However, very few lessons are taught related to financial matters. Therefore, it is up to parents to ensure their children learn these lessons at…

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