The Art and Science of Budgeting

/ Castle Wealth Advisors, LLC/
The Art and Science of Budgeting

Do you have trouble tracking or sticking to a budget?  If so, You’re not alone.   Many Americans experience stress on a monthly basis when they pay their bills or experience unforeseen situations which always brings unforeseen expenses.   

Below are some simple and easy to apply concepts to help you become a better budgeter. Give them a try to help you regain control over your personal finances or household budget:

Read More

The Holidays Are Just Around the Corner… Start Getting Ready for Them with a “No-Spend Month Challenge”

/ Castle Wealth Advisors, LLC/
The Holidays Are Just Around the Corner… Start Getting Ready for Them with a “No-Spend Month Challenge”

As the holidays approach and fall is in the air this could aba  good time to consider a “No Spend Month”.  There are a lot of resources out there on this topic, which should serve to illustrate two points.  First, that spending and saving are issues many of us face and sometimes struggle with. Second, a “No Spend Month” is completely do-able.  If so many others have completed a “No Spend Month” you can too!! 

Read More

Thinking About Becoming A Stay-at-Home Parent? 4 Financial Considerations Before Making the Transition

/ Castle Wealth Advisors, LLC/
Thinking About Becoming A Stay-at-Home Parent? 4 Financial Considerations Before Making the Transition

Making the decision to transition from the workplace to becoming a stay-at-home caregiver can be a scary decision.  There are many pros and cons to consider with both choices.   Weighing and discussing these options with your spouse/ partner (while potentially difficult at times) will help you both to feel better supported by the other and more financially sound.  

Reviewing these four financial considerations before deciding to make the transition can help you lower stress, have a smooth transition into becoming a stay at home parent and will help you down the line should you decide to work or not.

Read More

So, You Want a Promotion… 5 Ways to Better Position Yourself for the Promotion You Want

/ Castle Wealth Advisors, LLC/
So, You Want a Promotion… 5 Ways to Better Position Yourself for the Promotion You Want

Being up for a promotion can be a stressful time. However, it doesn’t have to be. Positioning yourself for a promotion should be something that you prepare for well before the interviewing process begins.  Remember that old saying, “ABC… Always be closing”?   When it comes to your future career aspirations and advances you should be thinking, “ABP… Always Be Positioning”!  

If you are ready for the next step in your career or a new challenge these 5 tips will help you better position yourself the next time a promotion is on the line:  

Read More

You’re Speaking, Is Your Advisor Listening???

/ Castle Wealth Advisors, LLC/
You’re Speaking, Is Your Advisor Listening???

Recently, women have been the topic of a lot of financial industry conversations, studies, and white papers in the financial services industry.  With women making up slightly over half of the population it seems it is past time for industry professionals to realize the importance of female clients and to begin questioning if their current practices are female friendly. 


As a female who has worked in the financial services industry since 2006, I can say the industry as a whole has made several steps to engage more female clients.  However, overall the industry still has a long way to go.  To the industry’s credit many practicing professionals have read the numerous articles, white papers, and research studies written whose focus has been “Women & Investing” or “How to Communicate with Female Clients” and attended many seminars created that tout, “How to Attract and Retain Female Clients” or “The Opportunity Female Clients Represent”.    Still, with all the research and studies as an industry, we are missing the mark. 

Read More