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 firstname.lastname@example.org. We look forward to speaking with you soon!
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How Income Taxes Work
A quick look at how federal income taxes work.
Building wealth requires protection from the forces of wealth destruction.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
It sounds simple, but paying yourself first can really pay off.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Six overlooked tax deductions to help manage your tax bill.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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
$1 million in a diversified portfolio could help finance part of your retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.