09/11/2023
Castellum Financial
We offer financial advice for a fee, AUM investment management, and brokerage services upon request Message us!
Our hours are typically 8:30am-5:30pm however weeknights and weekends are available upon request. Please note that star ratings are representative of that individual's experience only and may differ from your experience. Securities, Financial Planning, and Advisory Services Offered through LPL Financial a Registered Investment Advisor - Member FINRA/SIPC. http://www.finra.org/ http://www.sipc.org/
09/11/2023
02/21/2023
Happy Fat Tuesday!
If you have to make a Q4 estimated tax payment don't forget the postmark needs to be January 16th https://buff.ly/2xFNJL4
01/12/2023
Here are the important tax numbers for 2022 and 2023. There is still plenty of time to reduce your taxes for 2022 if you act before April 15th
01/11/2023
Is the Yield Curve Signaling a Recession? The yield curve for U.S. Treasury securities has been inverted at levels not seen since 1981.
12/14/2022
Student Loan Repayment Delayed Again to Future Date in 2023 The payment pause for federal student loans has been extended again to a future date in 2023 to be determined.
09/01/2022
Loan cancellation is not the only change in the White House's plan
New Cancellation for Federal Student Loans and Delayed Repayment to 2023 A new announcement on federal student loans cancels some debt and delays repayment until 2023.
08/22/2022
Group Disability Insurance
Group Disability Insurance Group Disability Insurance If a disabling illness or injury were to prevent you from working for weeks, months, or even years, how would you support yourself and your family? If disability strikes, you may discover that your most valuable asset isn't your home or your savings--it's your ability to e...
08/19/2022
Changing jobs? Know your 401(k) options
Changing jobs? Know your 401(k) options. Changing Jobs? Know Your 401(k) Options: If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a....
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8044 Montgomery Road, Suite 700
Cincinnati, OH
45236