Castle Peak Financial

Castle Peak Financial Our mission is to help you simplify, organize, and strategically plan your financial life. Member FINRA/SIPC. finra.org sipc.org.

Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of

the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/28/2026

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

08/26/2026

Warren Buffett’s “lucky monkey” analogy warns that a long winning streak can reflect chance rather than repeatable investing skill. What are the lessons for investors here?

08/05/2026

Wealthy, older Americans are ripping up the traditional script for aging: “We’ll downsize when they plant me 6 feet into the ground.”

08/01/2026

You've taken care of your own retirement and then some. Now, what about your kids?

07/31/2026

Legislation enacted in 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

07/29/2026

Why more millennials are buying businesses instead of starting them and how acquisition entrepreneurship is creating a faster path to ownership and wealth.

07/17/2026

Five people open up about their finances and how they spend their time.

07/12/2026

For all that’s good about our financial lives, there are distinctly American things that are decidedly suboptimal. Please, can the 1040 fit on a postcard?

07/11/2026

Business Insider used Bureau of Labor Statistics data to rank the pay of non-healthcare jobs. Airline pilots, copilots, and flight engineers ranked No. 1. Many of the jobs on the list were managerial roles.

07/10/2026

Why cheap stocks are not always value investments—and how catalysts, management incentives, and capital allocation separate opportunity from a value trap.

Address

1494 W Ustick Road #100
Meridian, ID
83646

Telephone

+12085197166

Website

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