Castanho Financial Group, LLC

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.