Castle Financial Solutions Group, Inc

12/31/2022

2022 has been a tough year for many. The stock market has been volatile and folks have lost a significant portion of their retirement savings, inflation is at a 40 year high, and mortgage rates are near 7%. I don't know about you...but I'm ready to turn the page and see what 2023 has to offer. Let's make this a Happy New Year!

12/09/2021

22 Uses for Annuities in 2022

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Annuities can't cook a potato, but they can do many other things.

11/30/2021

Annuities are more available than ever these days. Many large providers have been designing products just for RIAs and are making a big push in the area.

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Annuities are more available than ever these days. Many large providers have been designing products just for RIAs and are making a big push in the area. Additionally, annuities are now easily included in 401ks. But when is it right to choose one? The overall value of annui

11/24/2021

Fidelity to Offer Annuity Access to 401(k) Participants

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The investment giant cited growing interest in guaranteed income and reduced risk for employers under the Secure Act.

11/22/2021

An annuity is a long-term investment that is issued by an insurance company and is designed to help protect you from the risk of outliving your income. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.

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Whether you’re looking for income options, legacy planning tools or spousal protection, Nationwide has a range of annuity types designed to help you meet your goals for retirement.

11/19/2021

A Fixed Annuity 101 Guide
Those new to the finance world and looking into retirement may be overwhelmed with all the new terms and information out there. In this article, we give you a Fixed...

Those new to the finance world and looking into retirement may be overwhelmed with all the new terms and information out there. In this article, we give you a Fixed...

11/16/2021

An Annuity 101 Guide for Non-Biased Consumers

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When saving for retirement, there are a handful of options. However, when considering options, many worry about an income stream during retirement. T

11/15/2021

How to Choose Your Annuity Payout Option

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As an owner of an annuity, you have multiple options when it’s time to start withdrawing from it. Your decision can drastically affect the level of income you and your beneficiaries receive from your annuity. To help decide which route … Continue reading → The post How to Choose Your Annuity P...

11/11/2021

An annuity is an insurance contract that exchanges present contributions for future income payments. Sold by financial services companies, annuities can help reinforce your plan for retirement. Annuity contracts, however, have widely varying terms, and some charge high costs. If you’ve ever wondered what is an annuity, our guide will help you understand the key details so you can decide whether an annuity might be right for your retirement plan.

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An annuity is an insurance contract that exchanges present contributions for future income payments. Sold by financial services companies, annuities can help reinforce your plan for retirement. Annuity contracts, however, have widely varying terms, and some charge high costs. If you’ve ever wonder...

11/10/2021

Children’s Annuities – Automatic but Limited in Length

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A survivor annuity is payable to your child or children even if you didn’t elect a survivor annuity for your spouse. However, there are important limits

11/09/2021

Opinion: What are the tax rules around inheriting an annuity?

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Some investment assets get a step up in basis upon the owner’s death -- but not all