Castanho Financial Group, LLC

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Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

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.
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.