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@example.com. We look forward to speaking with you soon!
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When you’re married and have children, insurance needs will be different.
Your credit score may influence how much you pay for auto and home insurance.
It may help your business be better prepared in the event of the death of a principal or key employee.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Calculating your potential Social Security benefit is a three-step process.
Understanding the economy's cycles can help put current business conditions in better perspective.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How do the markets usually react to elections? Was the 2016 election any different?