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    Should I Take My Pension As A Lump Sum?
    • Nov 23, 2020
    • 1 min

    Should I Take My Pension As A Lump Sum?

    Employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are...
    Issues to Consider When Starting a Business
    • Jun 17, 2020
    • 1 min

    Issues to Consider When Starting a Business

    Starting a business is scary, so here's a checklist to help you get started on the right foot. First-time entrepreneurs and seasoned busines
    Financial Items To Consider When Having A Child
    • Jan 28, 2020
    • 2 min

    Financial Items To Consider When Having A Child

    Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life.
    Issues to Consider When Reviewing Health and Life Insurance Policies
    • Dec 15, 2019
    • 1 min

    Issues to Consider When Reviewing Health and Life Insurance Policies

    Life and health insurance policies are a key part of your overall financial plan.
    Issues to Consider When Reviewing Property and Casualty Insurance
    • Dec 15, 2019
    • 1 min

    Issues to Consider When Reviewing Property and Casualty Insurance

    Property and casualty insurance policies are a key part of your overall financial plan.
    Is The Distribution From My 529 Plan Taxable?
    • Jul 15, 2019
    • 1 min

    Is The Distribution From My 529 Plan Taxable?

    Investing money into a 529 plan can be an effective strategy to save for college.  There are, however, some overlooked nuances...
    Checklist for Funding My Child's Education
    • Jul 15, 2019
    • 1 min

    Checklist for Funding My Child's Education

    This checklist covers 21 of the most important planning issues to identify and consider when funding child's college.
    Will I Have To Pay Tax On The Sale Of My Investment?
    • Jun 15, 2019
    • 1 min

    Will I Have To Pay Tax On The Sale Of My Investment?

    Calculating the tax impact of selling an investment can sometimes be complicated.
    Getting Married Financial Checklist
    • May 15, 2019
    • 1 min

    Getting Married Financial Checklist

    This checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s...
    Financial Things to Consider After Parent Passes Away
    • May 15, 2019
    • 1 min

    Financial Things to Consider After Parent Passes Away

    This checklist covers 26 of the most important planning issues to identify and consider after a parent passes away. It’s structured as...
    Financial Issues To Consider During Divorce
    • May 15, 2019
    • 1 min

    Financial Issues To Consider During Divorce

    This checklist covers 26 of the most important planning issues to identify and consider when going through a divorce.
    Am I Eligible for Social Security Benefits as a Surviving Spouse?
    • May 1, 2019
    • 1 min

    Am I Eligible for Social Security Benefits as a Surviving Spouse?

    Social Security is one of the more complicated decisions that an individual must consider. There are a multitude of rules that can have a...
    Important Personal Finance Numbers
    • May 1, 2019
    • 1 min

    Important Personal Finance Numbers

    There are lots of important numbers that you need to keep in mind.  In some cases, those numbers are annual limits and change each year. ...
    Will I Have To Change Healthcare Coverage As I Transition Into Retirement?
    • Apr 18, 2019
    • 1 min

    Will I Have To Change Healthcare Coverage As I Transition Into Retirement?

    There are a lot of moving parts when it comes to deciding what health insurance is most appropriate for someone about to retire. This is...
    Will I Receive a Step-Up in Basis for Inherited Property?
    • Apr 18, 2019
    • 1 min

    Will I Receive a Step-Up in Basis for Inherited Property?

    In most cases, there is at least some kind of step-up in basis when property is inherited. But there are a few exceptions and some subtle...
    Things to Consider Before I Retire
    • Mar 16, 2019
    • 1 min

    Things to Consider Before I Retire

    This checklist covers 32 of the most important things to consider for someone who is about to retire. Updated 3/15/2019
    Checklist for Updating Your Estate Plan
    • Mar 15, 2019
    • 1 min

    Checklist for Updating Your Estate Plan

    A list of issues to consider before updating your estate plan. This checklist covers 18 of the most important planning issues to consider...
    Things To Consider If Spouse Has Been Diagnosed With A Terminal Illness
    • Feb 16, 2019
    • 1 min

    Things To Consider If Spouse Has Been Diagnosed With A Terminal Illness

    This checklist covers 28 of the most important issues to identify and consider for someone whose spouse has been diagnosed with a...
    Things to Consider When Spouse Passes Away
    • Feb 16, 2019
    • 1 min

    Things to Consider When Spouse Passes Away

    This checklist covers 29 of the most important issues to identify and consider if your spouse has recently passed away. Updated 2/15/2019
    Will I Avoid the Social Security Windfall Elimination Provision?
    • Jan 15, 2019
    • 1 min

    Will I Avoid the Social Security Windfall Elimination Provision?

    Individuals who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to...
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    Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

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