Newcastle Financial Advisors, Inc. Orange Location

Newcastle Financial Advisors, Inc. Orange Location Financial services uniquely designed to meet life's challenges. I enjoy working with women and families with their unique life challenges.

Wealth Management & Financial Planning:

We offer a "holistic" consultative approach providing information and options necessary to make decisions based on your current status. I began my career in the corporate world in finance and eventually transitioned into human resources where I worked with individuals to meet challenges, overcome obstacles and accomplish goals. I am now in my second career

position of over 14 years as a *Financial Advisor and bring with me my experience to help clients with their financial planning needs. My favorite phrase is: "I have never met anyone that I couldn't help." Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

An ILIT could play a role in your estate strategy.
06/27/2025

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Self-employed? Learn more about your retirement plan options.
06/25/2025

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
06/23/2025

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Check out this video on taxes.
06/20/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
06/18/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
06/16/2025

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
06/13/2025

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

As complex as the details of taxes can be, the income tax process is fairly straightforward.
06/11/2025

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Assets minus liabilities = net worth. When was the last time you calculated yours?
06/09/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
06/06/2025

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Address

1045 W. Katella Avenue, Ste 220
Orange, CA
92867

Telephone

(714) 852-0220

Website

Alerts

Be the first to know and let us send you an email when Newcastle Financial Advisors, Inc. Orange Location posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Newcastle Financial Advisors, Inc. Orange Location:

Shortcuts

Share

Category