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Philip Castagnet
Empower Your Retirement: Smart Tax Strategies Before Year's End
Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
Nov 9, 2023
5
min read
Financial Planning
6 Apps That Can Save You Money
Saving money is a great way to reduce stress and increase your financial security. Try these apps and start saving money today.
Aug 7, 2023
4
min read
Financial Planning
10 Ways to Boost Your Home's Value on a Budget
Looking to boost your home's value without breaking the bank? Learn practical, budget-friendly home improvement strategies that can transform your home and increase its market value.
Jul 20, 2023
4
min read
Financial Planning
7 Simple Steps to Boost Your Budget
With the rising costs of living and social security benefits, retirement plans often do not provide enough income to live on. Fortunately, there are many ways you can boost your budget.
Mar 20, 2023
5
min read
Financial Planning
Retirement Planning: The Importance of Understanding Life Expectancy for a Secure Future
Retirement planning must take into account life expectancy, which can have a greater impact on the longevity of retirement savings than even record high inflation.
Jan 28, 2023
4
min read
Financial Planning
The Importance of Longevity Literacy in Retirement Planning
Longevity literacy is important for older adults to have a good understanding of the factors that affect how long they may live and to make informed decisions about their retirement planning.
Jan 27, 2023
5
min read
Financial Planning
Fight High Inflation and Save Money Now
Combat high inflation and start saving your money with these simple tips.
Nov 20, 2022
4
min read
Financial Planning
5 Creative Ways to Save Money and Reduce Expenses
If you're looking for a way to save money, it's time to think outside the box.
Nov 19, 2022
4
min read
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About our Guide
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Philip Castagnet
Philip spent his career in the insurance field, primarily in various aspects of Claim management. Responsibilities included leading training sessions for new and veteran team members. This led him to discover how much he enjoys helping others expand their knowledge base. His life-long appreciation for business and numbers combined with his warm, friendly approach are valuable assets when communicating financial details
View classes I teach
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