Castle Hill Financial Group (CHFG) is an independent financial services firm. Our team of experienced professionals provides consultation to clients in the areas of personal financial planning*, retirement & business planning strategies, as well as, wealth management*. In addition, we provide personalized tax-reducing strategies for companies, business owners, key executives and valued employees.
*For advice concerning your own situation, please consult with your appropriate professional advisor.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Lifestyle considerations in creating your retirement portfolio.
There are ways to improve your physical fitness without denting your fiscal fitness.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Purchasing homeowners insurance is critical for protecting your home.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.