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pet-insurance
Arthur Castro | Jul 26, 2021

Pet Insurance, Cancer Insurance and Discounted Dental Plans: A Worthy Investment?

Insurance
Investments
Family
Disability
Health

Pet insurance. Cancer insurance. Discount dental plans.

You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully

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Arthur Castro | Jul 19, 2021

Things You Should Know About Social Security and Your Retirement

Retirement

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should

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apartment-house
Arthur Castro | Jul 12, 2021

Different Types of Mortgages

Finance
Credit
Property
Real Estate

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding

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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Arthur Castro | Jul 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Arthur Castro | Jun 28, 2021

How to Create and Maintain a Budget

Finance
Savings

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help

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default blog image
Arthur Castro | Jun 21, 2021

Infographic: Financial Literacy for Children

Finance
Education
Family
Savings
College
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Arthur Castro | Jun 14, 2021

It’s Never Too Late to Save

Retirement
Savings

Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Arthur Castro | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Arthur Castro | May 31, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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affection-brunette-dog
Arthur Castro | May 24, 2021

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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Businesswoman looking at her phone
Arthur Castro | May 17, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Woman writing in a paper planner with a pen
Arthur Castro | May 10, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC . Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Summit and Surf Wealth Management and JWC/JWCA are unaffiliated entities.

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