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Castlebury's Services

While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we apply our customize approach to suit your vision and objectives. We can help you execute each step because we know that "The best way to predict your future is to create it." 

Investment Strategies

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.


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You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Saving for College

This calculator can help you estimate how much you should be saving for college.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retirement Strategies

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.


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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

RE: Retirement

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

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Risk Management

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.



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The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Income Strategies

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.



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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.