What is Social Security & When Can I Receive Benefits?
Discover everything you need to know about social security, when the best time to apply is, what documents are required, and what benefits are included.
Retirement Planning
Everything You Need to Know About Roth Conversions
Thinking about converting from a traditional to Roth IRA? Learn about Roth conversions & the rules to follow so your money can compound and grow over time!
Retirement Planning Mistakes to Avoid
Prepare for your retirement by avoiding these common retirement planning mistakes! Contact the Chatterton team now to start planning your retirement!
Are Backdoor and Mega-Backdoor Roth IRA Conversions on the Chopping Block?
Changes and limitations may be coming to Roth IRA and Mega-Backdoor Roth IRA conversions.
Ultimate Guide to Reducing Volatility with Asset Allocation
In our easy-to-follow ultimate guide, our financial planners will teach you the ways to reduce market volatility through asset allocation & diversification!
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.
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.
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.
4 Percent Rule: 9 Considerations for Retirement Income Planning
The 4 Percent Rule is a rule of thumb that does not consider your financial situation, needs, and goals. Read our retirement income planning tips here.
Mapping Out the 4 Stages of Retirement Planning
Your retirement journey requires careful planning, budgeting, and review to ensure that you can realize your dreams. Learn about the 4 stages of retirement.
