Exploring Alternative Ways to Save for College Beyond the 529 Plan
The recent Wharton study on 529 college savings plans revealed that a significant number of people have invested in suboptimal plans. ...
September 20, 2023
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Hi, I’m Charles.
Let's talk about your financial future.
Charles Castro
Senior Vice President
About Me
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I can help you with:
- Income-Oriented Strategies
- Retirement Planning
- Annuity and Life Insurance Reviews
- 401(k) Rollovers and IRAs
- Tax-Efficient Strategies
- College Savings Plans
- Personalized Service and Complimentary Consultations
Recent Articles
What Retirement Account is Tax-Free?
Discover the benefits and understanding of Tax-Free Retirement Accounts for maximizing your savings for the future....
September 18, 2023
Navigating Teachers’ Retirement
Retirement planning is a critical aspect of every individual's financial journey, and for teachers, it carries its own unique considerations. ...
September 15, 2023
Are College Savings an Asset?
As families plan for their children's higher education, one question that often arises is whether college savings should be considered an asset. ...
September 13, 2023