Our Blog
What Happens When Your Financial Plan Becomes Outdated
Gradual life changes can affect your financial planning strategy. Learn why
periodic evaluation matters.
Why You Should Revisit Your Estate Plan Near Retirement Age
As you approach retirement age, it's crucial to revisit your estate plan including updating your will and beneficiaries to ensure your assets are protected.
![Should You Sell Your Business or Keep It? [Guide]](https://i0.wp.com/chattertoninc.com/wp-content/uploads/2025/11/shutterstock_2501925213-1-e1764103563883.jpg?fit=1024%2C576&ssl=1)
Should You Sell Your Business or Keep It? [Guide]
Unsure whether to sell your business or keep it? We'll help you consider key factors, benefits, and strategies to help you make the right decision.
Strengthen Your Investing Mindset with Gratitude
Gratitude can shape a healthier investing mindset. Build patience, gain perspective, and align your financial decisions with what matters most.
![10 Important Things You Should Know About RMDs [Guide]](https://i0.wp.com/chattertoninc.com/wp-content/uploads/2025/10/shutterstock_124029445-e1761888557190.jpg?fit=1024%2C577&ssl=1)
10 Important Things You Should Know About RMDs [Guide]
Discover everything you need to know about Required Minimum Distributions (RMDs) with our comprehensive guide to maximize your retirement savings!
3 Key Responsibilities of a Trustee: Accounting, Taxes, and Beneficiaries
Learn why trust accounting, taxes, and beneficiary communication are vital for California trustees, and how to stay compliant and conflict-free.
Year-End Tax Tips and Strategies Planning for Businesses
Optimize your taxes with year-end planning tips. Discover strategies to reduce liability and maximize benefits for your business before the year ends.
How Do 401(k) Catch-Up Contributions Work?
Discover how 401(k) catch-up contributions can supercharge your retirement savings. Learn about eligibility requirements, potential tax benefits, & more.
Mid-Year Wealth & Tax Update: What 2025’s Shifts Mean for Your Financial Plan
During our Mid-Year Wealth & Tax Update webinar, Chatterton's Eric Oh and David Hilliard explained how recent shifts can affect your financial plan.
6 Reasons Why Cash Flow Management is Important
Learn why cash flow management is key to business survival and growth. Discover tips to improve cash flow, avoid pitfalls, and make smarter decisions.
Are You Losing Money? Check These Financial Red Flags
Wealth leaks can quietly erode your finances over time. Learn how to spot these common financial red flags before they cost you more.
7 Reasons Why You Should Use a Broker to Sell Your Business
Discover the top reasons to use a broker for selling your business. Maximize value, streamline the process, and gain insights. Unlock success today!
Join Our Mailing List
Stay connected with us! Receive timely updates and proactive strategies for retirement success based on current and future market volatility, tax policy changes, and other law changes.
