Retirement and Estate Planning
Welcome to Castillo Wealth Management, a full-service firm specializing in retirement planning and estate conservation.
As personal wealth management professionals, we can:
- Help you clarify and define your goals
- Recommend strategies that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
To schedule a Complimentary Consultation contact Brandon Millan Toll Free at (888)876-8912 or by e-mail at [email protected]. We look forward to speaking with you soon!
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Tips on insuring your teen driver.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.