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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

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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<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

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.
<p>Taxable vs. Tax-Deferred Savings</p>

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
<p>You Would Rather Be...</p>

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.
Retirement Strategies

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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<p>Dreaming Up an Active Retirement</p>

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
<p>Systematic Withdrawals in Retirement</p>

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
<p>Encore Careers: Push Your Boundaries</p>

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate Planning

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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<p>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
<p>Test Your Estate Strategy Knowledge</p>

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

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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<p>Insuring Your Business Against Cyber Liability</p>

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
<p>Eight Mistakes That Can Upend Your Retirement</p>

Eight Mistakes That Can Upend Your Retirement

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

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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<p>The Cost of Medical Care</p>

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
<p>What to Look for in a Long-Term Care Policy</p>

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
<p>Errors and Omissions Insurance</p>

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
<p>The Cost of Medical Care</p>

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Income Strategies

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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<p>Suddenly Single: 3 Steps to Take Now</p>

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
<p>Crowdfunding&#8212;Capital for the 21st Century</p>

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
<p>Buying vs. Leasing a Car</p>

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.
<p>What Our Kids Can Teach us About Saving Money</p>

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.