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Posts Tagged ‘Retirement’

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 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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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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