Castellum Financial 
Cincinnati Office:
8044 Montgomery Rd Ste 700
Cincinnati, OH 45236
Phone:
- (513) 334-1621
- (513) 434-3583
Fax:
- (513) 806-2864
Newsletters
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?