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.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Tax-Deferred Savings

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