Our Blog

California residents can take a SALT deduction, but what is it?

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!

Taxes, healthcare, retirement: here are some of the changes we can expect to see from the Biden administration.

What does the Democratic Georgia election win mean for President Biden’s agenda and how might it affect taxpayers?

An overview of Biden’s tax plan and how it may affect your taxes in 2021 and beyond.

Need information that can help you make rational financial decisions in this time of mounting uncertainty? Join us for our next webinar on September 15, 2020.

During uncertain times having a financial backup plan can relieve a lot of stress and keep your mind at ease. Here are some lessons we can take from the crisis.

With all of the changes that are happening on a seemingly daily basis, is there anything that investors - or really anyone - can take advantage of right now? Rob Chatterton offers his top five opportunities that may apply to you or someone you know.

Kyle Schneider gave an update on the recently passed stimulus package, known as the CARES Act, as well as a review of a few points on the SECURE Act...

In this coronavirus update, we discuss the federal stimulus package, and address your questions about how coronavirus has affected your investments and the economy.

In a volatile market, investors might still be wondering what to do about your investments: Should you sell or buy?

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.