Our Blog

Can you retire early? It sounds amazing, but is it doable?

Are your taxes being filed reactively – or worse - retroactively? When we do tax projections at PYCT, we have the chance to discover problems or opportunities before it is too late.

Proactive planning is essential to growing and preserving your assets. It’s the foundation upon which we base our relationships with clients - and why we created our 3-in-1 approach.

Americans can’t resist living outside of their means. We suggest three of the best apps to help manage your budget.

What is a trusted contact and when should you start looking for one?

When considering the post-tax reform economy and market uncertainty, here’s what you can do to help your investment portfolio.

After nine straight years of rising markets, some investors may be concerned that we are heading toward a bear market.

Is retiring in California a goal of yours? With careful planning from your financial advisor, it’s doable.

Wondering what all those privacy policies in your inbox are? We explain what you need to know about GDPR.

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.

Working with a financial advisor can be a deeply personal experience. Make sure you ask the questions you need to in order to have a good working relationship. Here are five questions to ask your financial advisor.