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!
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Knowing your options when a CD matures can help you make a sound investment decision.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Even if you’re young and single, you should still consider protecting yourself.
How to help determine life insurance needs to provide for your family after you pass away.
Read this overview to learn how financial advisors are compensated.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment 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.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Have you explored all your options when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.