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What is the SALT Deduction?

What is the SALT Deduction?

California residents can take a SALT deduction, but what is it?
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The Importance of Multi-Generational Planning

The Importance of Multi-Generational Planning

Multi-generation planning helps to make sure your family is taken care of! Learn more about how to plan for your family's future with help from Chatterton!
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How Much Cash Should You Have for Retirement?

How Much Cash Should You Have for Retirement?

If you’re getting ready to retire or just want to save for an emergency, you need to consider how much cash you have saved already. Financial advisor Eric Oh discusses the savings sources you need to consider in preparing for retirement and living comfortably.
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Understanding Taxes and Stock Gains

Understanding Taxes and Stock Gains

Understand how stocks can impact your tax returns for this year with help from the team at Chatterton and Associates. Reach out for tax planning help today!
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Is Inheritance Taxable in California?

Is Inheritance Taxable in California?

If you recently inherited money you are probably wondering what your next steps are? Find out if your inheritance is taxable in the state of California!
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Inheritance Basics: What to Do with Inheritance Money

Inheritance Basics: What to Do with Inheritance Money

Not sure what to do with inheritance money? From small to large inheritances, learn the basics about how inheritances work and what you should do with them.
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6 Clear Signs You Should Hire a Financial Advisor

Thinking about hiring a financial advisor? Whether it’s for one time or full-time, find out when and why you should hire a financial advisor. Learn more.
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6 Tips to Work From Home Effectively

6 Tips to Work From Home Effectively

If you’re trying to adjust to suddenly working from home and finding it difficult, you’re not alone.
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What Can I Expect from My Financial Advisor?

What Can I Expect from My Financial Advisor?

While financial planners can and should work with clients’ needs in mind, there are certain aspects of the job that are out of their control. Here are a few examples of what your financial planner can - and cannot - do.
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Is Socially Responsible Investing Right for You?

Is Socially Responsible Investing Right for You?

You don’t have to compromise your values in order to make money. That’s the idea behind Socially Responsible Investing. How do you know if socially responsible investing is right for you?
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Top Eight Estate Planning Mistakes

Top Eight Estate Planning Mistakes

Avoiding these eight common estate planning mistakes can help make life easier for those who survive you.
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Is Your Investment Strategy on Track?

Is Your Investment Strategy on Track?

Many investors wait until a pullback or a market correction to revisit their investment strategies. Read this article to see if your investment strategy is on track.
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This content is provided for educational purposes only. Commentary should not be regarded as a complete analysis of the subjects discussed and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. The information presented does not involve the rendering of personalized investment advice and should not be viewed as an offer to buy or sell any securities. Information is derived from sources deemed to be reliable and is provided in general and should not be construed as legal advice. Always consult an attorney regarding your specific situation. Tax rules and regulations are subject to change.

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