William Casterlin

CFP®, Financial Advisor at True North Financial Planning. Securities offered through LPL Financial, Member SIPC

[William Casterlin @wcasterlin]

I wish I had as many people asking me about diversification as are asking me about the Spacex IPO.

[William Casterlin @wcasterlin]

Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay https://t.co/Eem2da43nP

[William Casterlin @wcasterlin]

If you don’t have an #estatestrategy, here’s some reasons why you should. https://t.co/YntOXJ4UOW

[William Casterlin @wcasterlin]

Where will your retirement income come from? Do you know all the choices available? https://t.co/H43HggTS6p

[William Casterlin @wcasterlin]

Worried about passing your wealth to a troubled adult child?There are strategies that can help. https://t.co/ovP2JlFtJs

[William Casterlin @wcasterlin]

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard https://t.co/6UQwl2WXyb

[William Casterlin @wcasterlin]

The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too. https://t.co/Nmqm9u39px

[William Casterlin @wcasterlin]

There are benefits and limitations when you decide to donate stock. Learn more from our message. https://t.co/qAYsm9ydU4

[William Casterlin @wcasterlin]

The average college senior graduates with credit card debt. How will your kids manage money? https://t.co/Zkkecr40kT

[William Casterlin @wcasterlin]

Don't make a costly mistake when preparing for retirement. Get an action plan in place. https://t.co/hxgndlvYd9

[William Casterlin @wcasterlin]

Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator https://t.co/V29bqGPRmV

[William Casterlin @wcasterlin]

With increasing wealth comes unique financial challenges. https://t.co/YckOTBtsE3

[William Casterlin @wcasterlin]

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? https://t.co/YwWugBmaGe

[William Casterlin @wcasterlin]

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions. https://t.co/q3vl8YpUNh

[William Casterlin @wcasterlin]

Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare https://t.co/oJyCJAwvxA

[William Casterlin @wcasterlin]

Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction https://t.co/q9dRq6hZSr

[William Casterlin @wcasterlin]

What did it take to become the richest man in Babylon? https://t.co/e64kUWAf2v

[William Casterlin @wcasterlin]

Thinking about a prepaid debit card? Consider the pros and cons. #debitcard https://t.co/PlU7HUJaNM

[William Casterlin @wcasterlin]

Earnings season can move markets. Find out why. https://t.co/bvBvH06qsv

[William Casterlin @wcasterlin]

Are you prepared for a 20-year retirement? How women can consider their retirement strategy. https://t.co/BfRK5IoCWJ