Old Castle Financial Advisors

What do you need to know when the market experiences volatility?

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

When you choose to take Social Security might impact your retirement income. Find out how.

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.

Preparation can sometimes be all you need to make the impossible, possible.

Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Women on the Rise Explore the growing influence women wield over the economy with this handy infographic.

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.

What Happens To Your Employer-Sponsored Retirement Accounts When You Change Jobs? Find out in our latest video.

Retirement Accounts When You Change Your Job This video discusses issues related to your retirement accounts when you move on from your job.

Your ideal may differ from reality, but we can work together to better align the two.

RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two?

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective.

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route.

Earnings season can move markets. Find out why.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?

WE WILL NEVER FORGET!

You face sequence of returns risk. Know what it is?

The Investment Risk No One’s Ever Heard Of You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The has a long and storied history, from the Dutch East India Company to Wall St.

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Concerned about identity theft? Some things to leave at home.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

ENJOY YOUR SPECIAL DAY!

Your needs don’t stay the same when the nest empties, but what changes?

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Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

AI Tools Changing Retiree Entrepreneurship The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Property taxes too high? Here are ways to potentially lower your assessment.

How to Appeal Your Property Taxes For homeowners who think their property taxes are too high, there are ways to appeal.

Health-care coverage (including Medicare) typically does not cover extended medical care.

Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What’s My 2024 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.