Castle Wealth Group, LLC

09/08/2026

Compare 5 options for an old employer retirement plan.

08/07/2026

Here's what savvy investors should know

07/31/2026

But the story's not over. What's next?

07/24/2026

What savvy investors are watching now

07/23/2026

Happy birthday, America!

In honor of , we had a special run of our world famous Castle Wealth shirts made. Here is a picture of the front / back.

Email us or call the office with your size and we’ll send one to you. (You can also pick one up if you’re local).

704-594-8000
[email protected]

#1776

05/15/2026

We broke down markets into a 5-minute read

05/08/2026

Here's what savvy investors should know

05/01/2026

Here's what you need to know

04/24/2026

Here's what savvy investors took away from Q1

04/16/2026

“I need to add that to my list.”

That’s a phrase we hear often when we ask clients if their estate planning documents are completed.

Yet according to a recent report:
* 56% of Americans still have no estate planning documents.
* 73% say estate planning is important.
* 42% say they wouldn't know what to do if they lost a loved one.
* 30% of those surveyed trust AI more than a human attorney.

The truth is that estate planning isn’t about wealth or age.

It’s about:
-Making difficult moments easier for the people you love.
-Ensuring your wishes are clearly known and honored.
-Preventing confusionand unnecessary stress during times of grief.

No family should have to figure everything out after a loss.

If you’ve been meaning to get this done but haven’t taken the first step yet, I understand, and our team can help.

Reach out to start your estate planning conversation. Let’s make sure your family and your business are protected when it matters most.

Source:

New Trust & Will survey of 5,000 U.S. adults reveals estate planning gaps, shifting legacy expectations, generational divides, AI attitudes, and what it takes to get people to act.