Castanho Financial Group, LLC

Newsletters

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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.
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.