Sean CasterlineAssessing the Potential for Interest Rate CutsInterest rates serve as a critical tool for central banks to manage economic conditions. As we entered the year, the market was projecting…Jun 11Jun 11
Sean CasterlineConverting a 529 Plan (college savings) to a ROTH IRAThe SECURE Act 2.0, enacted in late 2022, introduced significant changes to retirement and education savings plans, including a new…May 30May 30
Sean CasterlineUnlocking Financial Flexibility: The Benefits of the Next Generation of Reverse MortgagesIn today’s dynamic real estate market, financial planning for retirement has become increasingly complex. The unfortunate part of paying…Apr 18Apr 18
Sean CasterlineElection Years and the MarketsThe performance of the stock market during election years has been a subject of keen interest among investors and analysts alike…Mar 25Mar 25
Sean CasterlineTypes of Investments — A BreakdownInvesting your hard-earned money allows you to secure your financial future, plan for retirement, and account for any unforeseen emergency…Jul 6, 2023Jul 6, 2023
Sean CasterlineWhat Is an Emergency Fund?It doesn’t matter how old you are or what stage of life you’re on; unexpected events can happen to anyone. From car and house repairs to…Jun 9, 2023Jun 9, 2023
Sean CasterlinePros & Cons of Real Estate InvestingIs real estate a good investment?May 19, 2023May 19, 2023
Sean CasterlineHow Does Investing Work?Everyone needs money, with most people working throughout their lives to generate income, buy essential goods, and maintain a good…May 12, 2023May 12, 2023
