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!
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There are common mistakes you can avoid when saving for retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Taking regular, periodic withdrawals during retirement can be quite problematic.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?