Peace of Mind Financial Independence
What is true wealth? Castlebay Financial understands that true wealth means being able to share your life with the people you love, free from financial anxiety. We help individuals and families to safely grow, preserve and protect their wealth with comprehensive financial retirement planning.
What are your priorities for retirement?
- Maintaining or even enhancing your current quality of life?
- Investing conservatively with your retirement assets?
- Providing for your future Long Term Care needs without fear of depleting your assets?
- Avoiding reliance upon Social Security?
- Creating strategies to minimize future taxes?
- Leaving a legacy that conveys your values & your assets?
- Building a coordinated plan to preserve your wealth that ensures adequate levels of retirement income?
What's your plan? Financial independence doesn't just happen; a fulfilling retirement requires a plan and we can help you design it. Often, that comprehensive plan is the missing ingredient, the factor that can make a retirement transition more orderly, and potentially make it more rewarding in years to follow.
Our reputation is built on a long track record of working with people who like to succeed. If you want to secure your financial future, let us show you how. That's our job and we do it well. Call us today at 941-371-6100 to set up an appointment
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Building Your Legacy
A four-step framework for building a personal legacy.
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Gaining a better understanding of municipal bonds makes more sense than ever.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Lifestyle considerations in creating your retirement portfolio.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
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The decision whether to buy or rent a home may have long-term implications.