Skip to main content
menu
  • Home
  • About Us
    • Our Team
    • Why Hire a CFP or CFA?
    • Who We Serve
    • Our Process
  • Services
    • Financial Planning
    • Strategic Planning
    • Insurance Planning
  • Resources
    • Blog
    • Videos
    • FAQ
  • Client Login
  • Book a Meeting
  • Webinars
  • multicultural

Blog

Beyond Salary: Understanding Your Total Compensation
Boris Castillo | Jul 22, 2025

Beyond Salary: Understanding Your Total Compensation

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current

Read More
How Much Do You Really Know About Stock Market Indexes?
Boris Castillo | Jul 9, 2025

How Much Do You Really Know About Stock Market Indexes?

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're

Read More
How Do You Turn Retirement Savings into a Reliable Income Strategy?
Boris Castillo | Jun 25, 2025

How Do You Turn Retirement Savings into a Reliable Income Strategy?

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But

Read More
default blog image
Boris Castillo | Jun 11, 2025

“The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’” – Sir John Templeton

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from

Read More
default blog image
Boris Castillo | May 27, 2025

What’s the Job Market Look Like for 2025 Graduates?

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While

Read More
Is It Smarter to Buy or Rent a Second Home?
Boris Castillo | May 14, 2025

Is It Smarter to Buy or Rent a Second Home?

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach

Read More
From College Acceptances to Affordability: Considerations for Families in the Final Stretch
Boris Castillo | Apr 16, 2025

From College Acceptances to Affordability: Considerations for Families in the Final Stretch

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam

Read More
Spring Into Financial Wellness: Actionable Steps for Financial Literacy Month
Boris Castillo | Apr 1, 2025

Spring Into Financial Wellness: Actionable Steps for Financial Literacy Month

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and

Read More
10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs
Boris Castillo | Mar 25, 2025

10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details

Read More
default blog image
Boris Castillo | Mar 11, 2025

The Evolving Role of Women in Family Finances

The Evolving Role of Women in Family Finances

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up

Read More
default blog image
Boris Castillo | Feb 26, 2025

Don’t Leave Money Behind: Finding Your Missing 401(k)s

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is

Read More
default blog image
Boris Castillo | Feb 11, 2025

Tax Season Brings a New Wave of Identity Theft Risks

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Contact

(562) 822-5840
boris.castillo@amenitywealth.com

                

Address

4401 Atlantic Ave, Ste 200 
Long Beach CA 90807

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through NWF Advisory Services Inc., an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance is offered independent of Osaic Wealth.

his communication is strictly intended for individuals residing in the states of AZ, CA, FL, MA, MS, NV, NY, PA, WA, and PR. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Form CRS

© 2026 Amenity Wealth. All rights reserved.