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Castillo Wealth Management of Raymond James

2333 Ponce de Leon Blvd Ste 500, Coral Gables, FL 33134-5450 T: 305.460.2728 TF: 800.523.3295 F: 866.522.9520

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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 may be the las...

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 you’ve worked d...

Estate & Giving

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Five essential estate planning documents

Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...

Estate & Giving

Investing: getting started

Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...

Markets & Investing

Financial planning: the big picture

Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...

Retirement & Longevity

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Building an emergency fund

A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...

Retirement & Longevity

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Building a budget that works for you

A realistic and responsible budget is the bedrock of a financial plan. Building a budget may require close self-exa...

Retirement & Longevity

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2333 Ponce de Leon Blvd Ste 500, Coral Gables, FL 33134-5450
305.460.2728
800.523.3295
866.522.9520
Map & Directions
Map & Directions

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