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Blog

A man sitting on a bench watching a plane take off
Arthur Castro | Oct 2, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Business page of a newspaper
Arthur Castro | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Grandmother with child
Arthur Castro | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Person writing a list in a notebook
Arthur Castro | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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financial professionals
Arthur Castro | Aug 21, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Two women meeting in an office space.
Arthur Castro | Aug 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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financial professionals
Arthur Castro | Aug 7, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
Woman with graduation cap looking at the sky
Arthur Castro | Jul 31, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Three women laughing in a park
Arthur Castro | Jul 24, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Man sitting on bench in park
Arthur Castro | Jul 17, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Arthur Castro | Jul 10, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Two people at work high fiving at a desk
Arthur Castro | Jul 3, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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7429 E. White Oak Ridge
Orange CA 92869


2522 Chambers Road
Tustin, CA 92780

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Orange Phone: 714 335 1700
Tustin Phone: 714 573 4024
Mobile/Text: 714 880 4272
Fax: 888 777 4580
arthur.castro@jwcemail.com

     

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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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