Old Castle Financial Advisors

09/14/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

09/14/2026

People purchase life insurance for many reasons, including income replacement, family protection, and legacy planning.

The key question: Does your current coverage still align with your goals?

09/09/2026

Life Insurance Awareness Month is a good reminder to review how you're protecting the people who matter most.

Life insurance can play an important role in a broader financial strategy, helping support loved ones and future goals.

09/07/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

08/31/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

08/24/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

08/24/2026

08/17/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

08/17/2026

Today, we recognize the incredible impact of nonprofit organizations and the dedicated people behind them.

Thank you to the organizations, volunteers, and individuals who work every day to make our communities stronger.