Mixtapes

Weekly Mixtape for September 23rd, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Well, after a few weeks of posting my week tape on Saturday morning, instead of Friday, I’ve made the executive decision to move the Weekly Mixtape to Saturday mornings. This should allow me to do…

Continue Reading

Vlog, Whiteboard Series

Whiteboard Series: Beneficiaries

Beneficiary designations are one of the most overlooked parts of a financial plan; it’s a small section of an IRA application, 401(k) enrollment, or life insurance policy, but it is extremely powerful and important. Watch the video below to learn more about beneficiary designations, when you remember to update them, and how beneficiary designations are often forgotten about. Enjoy Leo’s…

Continue Reading

Bigger Picture, Financial Planning, Millennials

Financial Planning Isn’t a Dance

“The art of living is more like wrestling than dancing, because an artful life requires being prepared to meet and withstand sudden and unexpected attacks.” -Marcus Aurelius, Meditations, 7.61 as found in The Daily Stoic September 20th reading. I used to work for an advisor whose favorite line was, “financial planning is an art, not a science”; I’ve always liked that quote,…

Continue Reading

Mixtapes

Weekly Mixtape for September 15th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. This week’s post is coming to you a day late because I was busy celebrating my 11th wedding anniversary yesterday. While every anniversary is special, I’ll never forget our 2nd, September 15th, 2008–the day Lehman…

Continue Reading

Financial Planning, Millennials, Vlog

A Rant On Millennials and Savings

This morning I read an article about how Millennials have a harder time saving than their parents, and I wanted to talk about it. Side note: The Millennials I work with have no problem saving, so I know it is possible!   CNN Money: It’s Not Avocado Toast: It’s Actually Harder For Millennials to Save Money Time: New College Grads Could…

Continue Reading

Investing

Jamie Dimon Blasts Bitcoin

Maybe he’s long ETH? https://t.co/XYKsLGZd3q — Justin Castelli (@jus10castelli) September 12, 2017 Whether you are a believer in Bitcoin or not, you have to admit that it (and the other cryptocurrencies) has the attention of the people with controlling interests in the current financial system. Within a week we’ve seen China crackdown on cryptocurrencies by reportedly banning cryptocurrency exchanges and…

Continue Reading

Investing, Millennials

Welcome to My Blockchain Rabbit Hole…

Put a top in the cryptocurrency market; just bought $250 worth of ETH. View it as cost of education to learn more about actually owning it. — Justin Castelli (@jus10castelli) June 19, 2017 I remember first hearing about Bitcoin a few years ago–it was the infamous days of people beginning to use Bitcoin to buy trivial things like pizza. At…

Continue Reading

Mixtapes

Weekly Mixtape for September 8, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It never fails short work weeks always seem to be the busiest. But I’m not complaining–it was full of client meetings, meeting new prospective clients, my first webinar, and my first guest appearance on a…

Continue Reading