Castellum Financial

09/11/2023

02/21/2023

Happy Fat Tuesday!

01/12/2023

If you have to make a Q4 estimated tax payment don't forget the postmark needs to be January 16th https://buff.ly/2xFNJL4

01/12/2023

Here are the important tax numbers for 2022 and 2023. There is still plenty of time to reduce your taxes for 2022 if you act before April 15th

01/11/2023

The yield curve for U.S. Treasury securities has been inverted at levels not seen since 1981.

12/14/2022

The payment pause for federal student loans has been extended again to a future date in 2023 to be determined.

09/01/2022

Loan cancellation is not the only change in the White House's plan

A new announcement on federal student loans cancels some debt and delays repayment until 2023.

08/22/2022

Group Disability Insurance

Group Disability Insurance If a disabling illness or injury were to prevent you from working for weeks, months, or even years, how would you support yourself and your family? If disability strikes, you may discover that your most valuable asset isn't your home or your savings--it's your ability to e...

08/19/2022

Changing jobs? Know your 401(k) options

Changing Jobs? Know Your 401(k) Options: If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a....

08/17/2022

What is Vesting

What is vesting? Vesting occurs when you acquire ownership. Does your employer offer a retirement savings plan such as a 401(k), traditional pension, or profit-sharing plan? Did you receive a stock option grant as a year-end bonus? These employee benefits and others like them are often tied to a tim...

08/16/2022

Taking Advantage of Employee Sponsored Retirement Plans

Taking Advantage of Employer-Sponsored Retirement Plans: Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in...