Financial abuse can affect individuals of all ages, but it is especially troubling and devastating for senior citizens. Learn how to protect yourself and those you love by recognizing the warning signs of elderly financial abuse.
How are inflation and interest rate related, and how will they affect your portfolio?
Chatterton & Associates’ new resource center will provide options that work for your schedule, financial interests, and preferences.
Is a target date fund the best approach for your 401k? It’s best to consider your retirement goals and risk preferences.
Can you retire early? It sounds amazing, but is it doable?
Is retiring in California a goal of yours? With careful planning from your financial advisor, it’s doable.
At Chatterton & Associates, we are pleased to announce that our Chatterton, Inc. website has a new look. Our new website is designed with you in mind, creating a more streamlined experience that’s easier to navigate.
The Tax Cuts and Jobs Act has been signed into law. Here's what the 2018 tax reform means for you.
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.
Your retirement journey requires careful planning, budgeting, and review to ensure that you can realize your dreams. Learn about the 4 stages of retirement.
Despite IRA contribution limits, a Backdoor Roth IRA is a tax-smart strategy for high-income earners who cannot contribute to a Roth IRA. Read more here.
Advisor Eric Oh explores the benefits and drawbacks of Roth IRA conversion from a Traditional IRA.
