It’s already late August — are you on track to reach the 2016 goals you set for your business at the beginning of the year?
If you are among the uncertain, don’t despair. It’s not too late to take corrective action, but first you must honestly assess your standing. This business checkup can help you identify where you are on track and where you may be falling behind.
Read MoreAs your children grow up, the lessons you teach them become more sophisticated. That should be true even when the topic is money. But many people are uncomfortable discussing finances, so you might feel unsure of where to start or how to convey increasingly complex concepts.
Here are a few conversation starters and activities you can use to begin — and continue — teaching kids about money and personal finance.
Read MoreYou didn’t plan on getting a divorce when you were getting married. But, things didn’t work out and now you are facing divorce. Divorce and be hurtful, stressful, expensive and a lengthy process. However, by keeping perspective and following some of these dos and don’ts you can protect your interest, help save yourself time and money, and set yourself up for taking charge of your future.
Read MoreWith the news of the bankruptcy filing and the recent layoffs at Walter Energy and other companies, I am finding many employees have questions about how to manage financially after a lay-off.
My father, a third generation coal miner, recently retired from the Walter Energy (NYSE: WLT) after 25 years of service.
I have seen firsthand the long hours and tough work that men and women dedicate to the mining industry. For anyone who has ever experienced a layoff, you understand the uncertainty and fear that often arises. Here are three tips to help reduce fear and manage financially in times of transition:
Read MoreInvesting allows you to put your money to work for you, growing your assets over time. And for many people, it plays a significant role in their ability to build enough wealth for major life events such as buying a home, having a family, and providing for themselves and their family during retirement.
If you are new to investing, understanding the basic building blocks of developing and implementing a strategy can help you get started on a sound financial plan. The four steps below will introduce you to the basics of investing, but I recommend working with a financial advisor who can help you match your investment strategy with your financial goals.
Read More3556 Beverly Ridge Drive Sherman Oaks, Ca 91423 (424) 209-2257
Securities offered through NMS Capital Advisors, LLC, Member FINRA/SIPC. Advisory products and services offered through Castle Wealth Advisors, LLC, a Registered Investment Advisor. NMS Capital Advisors, LLC and Castle Wealth Advisors, LLC are unaffiliated entities. Securities offered and Advisory Products and services available in the following states: California and Alabama. Our financial advisors are registered with FINRA, you can find out more information about us and NMS Capital Advisors, LLC by going to Brokercheck.
FINRA www.finra.org
SIPC www.sipc.org
Brokercheck www.finra.org/brokercheck
ADV 2A | ADV2B | Wrap Fee Brochure | Privacy Policy | Contact | Business Continuity | Website Electronic Services Agreement | Disclosures
© 2016 Castle Wealth Advisors, LLC. All Rights Reserved.
