Castanho Financial Group, LLC

Newsletters

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.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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.

Federal Income Tax

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

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