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!
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Calculating your potential Social Security benefit is a three-step process.
Five creative (and inexpensive) ideas for motivating your employees.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.
That big list of dreams and goals isn't the only way to look at your bucket list.
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.