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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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Credit Card Debt
How Long Will It Take to Pay my Balance?