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Carolina Castro
2333 Ponce de Leon Blvd
Ste 500
Coral Gables, FL 33134-5450
T: 305.460.2693
Map and Directions
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How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings....
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Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options av...
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Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you ...
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Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that se...
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Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retireme...
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Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
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Family & Lifestyle
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money...
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Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth ...
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Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While ...
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Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide...
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Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help p...
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Retirement & Longevity
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