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.
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.
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.
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.
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.
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.
Financial Planning

Fight High Inflation and Save Money Now

Combat high inflation and start saving your money with these simple tips.
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.