Our Blog

Due to TCJA, the end of 2018 brought many changes to an average taxpayer’s return. Here are 5 tax changes in 2019 that you’ll need to be aware of as you are filing your 2018 taxes.

Is a target date fund the best approach for your 401k? It’s best to consider your retirement goals and risk preferences.

Where are we with the financial crisis 10 years later? We take a look back at how things were then, and where we stand today.

Chatterton and Associates is proud to partner with Orangewood Children’s Foundation for their annual Santa’s Workshop on Friday, December 14, 2018.

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.