Money | Castle Peak Wealth Management

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Saving for College 101

Here's a crash course on saving for college.