Kastle Waserman

Financial Services/Personal Finance Writer

United States

I'm Kastle - with a "K" - a full-time freelance writer. I've worked with some of the most well-known financial institutions, including BOK Financial, Transamerica, Jackson National Life and Trilogy Financial. I write about personal finance strategies, how and why to pick life and long-term care insurance, why you need a will/trust, financial planning for caregivers and women's guides to wealth.

I write with empathy because I've been there. I didn't learn personal finance in school or from my parents. So I ran up debt during college and never saved money from my first few jobs. It wasn't until I was suddenly laid off from my dream job as an editor/reporter for the Los Angeles Times (a job I thought I would have for life) that I realized I had no money and needed to learn how to manage my finances.

I read every article and blog I could find on personal finance. I read all the Suze Orman and David Bach books. I dug myself out of debt and learned to budget, save and protect my money with insurance.

I learned more hard lessons when I helped my parents with their estate planning and then was in charge of the paperwork when one of them fell ill and passed away.

Now I share these insights with others through my writing skills in hopes of helping people better prepare financially for life's ups and downs.

My writing experience spans 10 years as a journalist and copywriter.

I write financial articles, blogs, newsletters, email sequences, case studies, social media posts and other marketing content for financial institutions, financial advisors and publications. I also consult on content strategy.

Contact me for help with your financial content. Contact me via LinkedIn and schedule a complimentary 30-minute discovery call.

Portfolio
Transamerica
04/21/2022
End of the Year Money Moves

It's always a great idea to understand end-of-the-year smart money moves to reduce your tax load, as well as saving and investing more. Learn today!

Wealth Management
10/27/2020
How to Help Clients Overcome Saving Challenges

Why It Matters: Clients' basic human behavior may prevent them from saving for retirement. You can help clients unravel the complex investment environment. Automation may help clients save in ways they hadn't thought of.

Trilogy Financial
What Is A Fiduciary? - Trilogy Financial

What is a fiduciary? When selecting a Financial Advisor, it's important to know they will be looking out for you and the money you worked hard for all