Castanho Financial Group, LLC

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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.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Cost of Retirement

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

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