Old Castle Financial Advisors

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.

08/10/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/06/2026

📝 August is Make-A-Will Month! 📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
· Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
· Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
· Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
· Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

08/03/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

07/27/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.