After the Loss: What You Should Know About Handling a Deceased’s Affairs

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After the Loss: What You Should Know About Handling a Deceased’s Affairs In this insightful video, we dive deep into the crucial legal matters that arise when handling a deceased person’s affairs. Losing a loved one is a difficult experience, and understanding the legal obligations and processes is essential for a smooth transition. Join us… Read more »

Sequence of Return Risk: Protecting Your Retirement Savings from Market Volatility

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Sequence of Return Risk: Protecting Your Retirement Savings from Market Volatility   In this informative video, we dive deep into the concept of Sequence of Return Risk and its impact on your retirement savings. Market volatility can significantly affect your investment returns, especially during the early years of retirement. We explore the potential dangers of… Read more »

Tools to Combat Market Volatility | Innovative Tools for Investors

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In this episode of Berry’s Bites, Chris Berry discusses: Tools to Combat Market Volatility   0:23 I Bonds 1:03 Treasury Bills 1:13 High-Interest Savings Accounts 1:46 Defined Outcome/Buffered ETFs 2:24 Structured Notes 2:40 Indexed Universal Life Insurance 3:05 Fixed Indexed Annuities In this video, Chris will discuss a range of tools that can help investors… Read more »

Tools to Combat Market Volatility

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  Tools to Combat Market Volatility   Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax… Read more »

Silicon Valley Bank Collapse: Short-term and Long-term Concerns Explained

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In this episode of Berry’s Bites, Chris Berry answers the question: What is going on with Silicon Valley Bank and other banks?   Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle… Read more »