Old Castle Financial Advisors

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Old Castle Financial Advisors Welcome to the Old Castle Financial page. We invite you to visit our website.

I help successful individuals, business owners, and retirees identify, monitor and attain their financial goals.

Do you know what your insurance needs are, when you’re married, with children?
10/12/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

If you thought that payouts from life insurance are tax-free in all cases, think again.
10/05/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Learn how insurance deductibles work, and how they can help you save money.
09/28/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

September is National College Savings Month. Every dollar saved now can help reduce future student debt and create more ...
09/24/2026

September is National College Savings Month. Every dollar saved now can help reduce future student debt and create more options when the time comes. Whether you're just getting started or looking to see if you're on track, our College Savings Calculator can help you visualize your progress and explore strategies to reach your family's education goals.

Try the College Savings Calculator here:

See how much you may need to save now to cover future college costs for your child.

American Business Women's Day is a day set aside to honor and reflect on the contributions and accomplishments of the mi...
09/22/2026

American Business Women's Day is a day set aside to honor and reflect on the contributions and accomplishments of the millions of women in the workforce.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
09/21/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

When considering a record keeping system for your business, you need to ask yourself some very important questions
09/14/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

People purchase life insurance for many reasons, including income replacement, family protection, and legacy planning.Th...
09/14/2026

People purchase life insurance for many reasons, including income replacement, family protection, and legacy planning.

The key question: Does your current coverage still align with your goals?

Life Insurance Awareness Month is a good reminder to review how you're protecting the people who matter most.Life insura...
09/09/2026

Life Insurance Awareness Month is a good reminder to review how you're protecting the people who matter most.

Life insurance can play an important role in a broader financial strategy, helping support loved ones and future goals.

Address

30 Vesey Street
New City, NY
10007

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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