Castle Wealth Group, LLC

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.

03/26/2026

Staying current with taxes does not mean memorizing every update. It starts with knowing where your understanding may be outdated. This two minute quiz helps you identify those areas quickly. Take the quiz and get a clearer picture of what has changed.

7 quick questions. A few surprises along the way.

03/19/2026

Taxes affect your financial life more than you might realize. Still many people do not fully understand how deductions and refunds work. This short quiz helps you identify gaps in your understanding in just two minutes. Take the quiz and see what you know and what you might want to learn.

A quick quiz to test the basics. No math required.

03/12/2026

Tax confidence is a mindset built through clarity and intention. Knowing which questions matter allows you to make decisions with purpose. The 7 question quiz provides a quick and effective way to assess that mindset. It is practical approachable and informative. Take the quiz and build confidence today.

Takes 2 minutes. Some answers may surprise you.

03/10/2026

In 2025, headlines concerning tariffs, inflation, and the potential for government shutdowns garnered significant attention. However, the prevalent market discourse frequently fails to provide a comprehensive perspective. Our quarterly outlook is designed to assist you in navigating these developments, emphasizing what truly mattered, what was less significant, and what you should monitor as we progress towards 2026.

We broke down markets into a 5-minute read

03/05/2026

Understanding taxes is not about being an expert. It is about knowing enough to recognize when details matter. A quick quiz can help highlight which areas are solid and which ones may be outdated. Click now and test your tax awareness today.

Many people miss at least one. See how you do.