How to Make the Most of Your Finances in 2020
How can you make the most of your finances in 2020? Make sure you review and discuss your financial goals and more with your advisor.
The SECURE Act is Passed: Here’s What You Need to Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act will take effect on January 1, 2020. This piece of legislation brings the first major retirement reform since 2006 - and with it, some beneficial (and not so beneficial) news for those looking to retire.
When to use a Special Needs Trust?
Is it wise to leave a retirement account to a beneficiary who receives disability assistance? Simply put, the answer is no. Learn when using a special needs trust is applicable.
What Does a Chartered Special Needs Consultant® Do?
For the families of those with loved ones who have special needs, financial and estate planning can be of critical importance. Learn how a Chartered Special Needs Consultant® can help.
Advanced Care Planning: Are You Good to Go?
Have you had the important conversations with your loved ones necessary to ensure they know your wishes in the event of serious or terminal illness? Advanced Care Planning is for everyone over 18, and provides a gift of comfort, for you, and for those you love.
Introducing our New Resource Center
Chatterton & Associates’ new resource center will provide options that work for your schedule, financial interests, and preferences.