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.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Emerging Market Opportunities
What are your options for investing in emerging markets?
This attention-grabbing infographic covers retirement topics you may not have considered.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Here are 5 reason why you may consider working through retirement.
When you’re married and have children, insurance needs will be different.
Even the most seasoned investors have biases affecting their financial choices.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
When you retire, how will you treat your next chapter?
How will you weather the ups and downs of the business cycle?
It’s never a bad time to speak with your financial professional about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.