Castellum Financial

Castellum Financial We offer financial advice for a fee, AUM investment management, and brokerage services upon request Message us!

Our hours are typically 8:30am-5:30pm however weeknights and weekends are available upon request. Please note that star ratings are representative of that individual's experience only and may differ from your experience. Securities, Financial Planning, and Advisory Services Offered through LPL Financial a Registered Investment Advisor - Member FINRA/SIPC. http://www.finra.org/ http://www.sipc.org/



Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/11/2023
Happy Fat Tuesday!
02/21/2023

Happy Fat Tuesday!

01/12/2023

If you have to make a Q4 estimated tax payment don't forget the postmark needs to be January 16th https://buff.ly/2xFNJL4

Here are the important tax numbers for 2022 and 2023. There is still plenty of time to reduce your taxes for 2022 if you...
01/12/2023

Here are the important tax numbers for 2022 and 2023. There is still plenty of time to reduce your taxes for 2022 if you act before April 15th

01/11/2023

The yield curve for U.S. Treasury securities has been inverted at levels not seen since 1981.

12/14/2022

The payment pause for federal student loans has been extended again to a future date in 2023 to be determined.

Loan cancellation is not the only change in the White House's plan
09/01/2022

Loan cancellation is not the only change in the White House's plan

A new announcement on federal student loans cancels some debt and delays repayment until 2023.

Group Disability Insurance
08/22/2022

Group Disability Insurance

Group Disability Insurance If a disabling illness or injury were to prevent you from working for weeks, months, or even years, how would you support yourself and your family? If disability strikes, you may discover that your most valuable asset isn't your home or your savings--it's your ability to e...

Changing jobs? Know your 401(k) options
08/19/2022

Changing jobs? Know your 401(k) options

Changing Jobs? Know Your 401(k) Options: If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a....

What is Vesting
08/17/2022

What is Vesting

What is vesting? Vesting occurs when you acquire ownership. Does your employer offer a retirement savings plan such as a 401(k), traditional pension, or profit-sharing plan? Did you receive a stock option grant as a year-end bonus? These employee benefits and others like them are often tied to a tim...

Taking Advantage of Employee Sponsored Retirement Plans
08/16/2022

Taking Advantage of Employee Sponsored Retirement Plans

Taking Advantage of Employer-Sponsored Retirement Plans: Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in...

Address

8044 Montgomery Road, Suite 700
Cincinnati, OH
45236

Telephone

+15134343583

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