Our Blog

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!

Post-Covid, industries that depended on mobility didn’t fare so well, while industries that pivoted to or had an existing strong digital presence actually thrived.

Who qualifies for a third stimulus payment? This breaks down who is eligible under the American Rescue Plan.

Given the ups and downs of the past year, it can be difficult to be optimistic as an investor. Here’s how to find financial optimism under changing circumstances.

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!

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.

Looking to buy a new home, investment property, or a car? Here’s why that might not be the best idea.

Teaching your children or grandchildren how to be financially responsible can help eliminate future stress, debt, and hardships. Read our tips here.

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.

Is early retirement your goal? Learn what it takes to retire early with enough savings, and what you can be doing now to set yourself up for success.

We believe in the power of long-term relationships with our clients, which is why we’re so thrilled when our clients become an advocate on our behalf.

Is now the time for international investments? Eric Oh, CFP®, ChFC® provides some insight.