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Blog

A couple sitting on a couch working on a laptop together.
Jonathan Malone | Jun 30, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can.
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A young woman vacuuming her apartment with headphones on and dancing.
Jonathan Malone | Jun 30, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes.
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Location

131 Plantation Ridge Dr, Ste 110
Mooresville, NC 28117

Contact Info

704-594-8000
info@castlewealth.com

  

Get in Touch

Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Investment Advisor. Castle Wealth Group, LLC and Centaurus Financial, Inc. are not affiliated. Supervisory Branch: 540 Fort Evans Road NE, Suite 200, Leesburg, VA 20176 (800) 880-4234 Investment products and services available only to residents of: CO, FL, GA, IN, MD, MI, MO, NY, NC, OK, PA, SC, TN, VA. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in CO, FL, GA, IN, MD, MI, MO, NY, NC, OK, PA, SC, TN, VA.

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