Thomas Castelli, CPA, CFP®Where Passive Investing in Syndicates and Funds Fits into the Wealth Building ProcessPassive investing can be a powerful tool for building wealth, especially for accredited investors. But where does passive investing in…May 28May 28
Thomas Castelli, CPA, CFP®Introducing The Wealth Building Process: The Path to Wealth from A-ZAs a CPA and CFP, I’ve spent countless hours reading books, interviewing experts, working with clients, and thinking about the many ways to…May 28May 28
Thomas Castelli, CPA, CFP®How “Family Wealth” Changed My Perspective on Generational Wealth — Thomas CastelliFor years, my view of generational wealth was straightforward and somewhat narrow: accumulate as much financial capital as possible.May 121May 121
Thomas Castelli, CPA, CFP®The 5 Pillars of Passive Investing for Limited Partners in Real Estate Syndication & FundsAre you eyeing passive investment opportunities in real estate syndication and funds but unsure where to start? The allure of generating…Apr 13Apr 13
Thomas Castelli, CPA, CFP®Mastering Risk Management: The Unexpected Lesson from Becoming a CFP®When I embarked on my journey to become a Certified Financial Planner (CFP), I braced myself for an intensive dive into the complexities of…Mar 31Mar 31
Thomas Castelli, CPA, CFP®Introducing FIRN: Financial Independence, Retire NeverIn a world where the mantra of Financial Independence, Retire Early (FIRE) has captivated many, there’s a growing conversation about its…Mar 17Mar 17
Thomas Castelli, CPA, CFP®The 5 Buckets of Capital: A Budgeting System For Living The Good Life & Building Generational…My chief definite purpose in life is to live the good life AND build generational wealth with a family governance system to perpetuate it…Feb 10Feb 10
