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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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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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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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…

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