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Blog

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

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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

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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

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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

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10 Facts You May Not Know About Social Security
Boris Castillo | Jan 15, 2025

10 Facts You May Not Know About Social Security

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role

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Boris Castillo | Sep 9, 2024

Countdown, or Constructing Recession Proof Portfolios

In the 1996 Sci Fi thriller Independence Day, Jeff Goldblum plays David Levinson, an overeducated cable television technician. He notices a signal buried within

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boris.castillo@amenitywealth.com

                

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