3 Effective Tax Strategies for Investors
Don’t overlook the tax implications of your investments. Read here to discover 3 effective tax strategies to help maximize your tax savings.
Trump Era: Tax Law Changes to Prepare for in 2017
2017 marks an end to a number of tax provisions that expired and did not receive an extension. Read our blog to discover tax law changes to come this year.
8 Birthdays that Can Impact Your Tax Returns
If you are age 50 or older, you may see a change in your tax returns. Discover the 8 tax birthdays that can impact your contributions or distributions.
Proactive Financial Management: Why Does It Matter?
Proactive financial management can prevent issues before they arise in terms of your financial well-being. Learn why you should start proactively planning in your financial life today!
Retirement Planning and Tax Savings for High-Income Earners
Creating a retirement savings plan can help reduce income taxes and prepare for your future. Learn how to plan for retirement with Chatterton & Associates!
Investor Behavioral Bias and Focusing on the Short-Term
Behavioral bias can impair an investor’s decision making in providing rational and consistent financial advice. Read more about overcoming behavioral bias.
Annuity Taxation: Why Annuities Are Bad for Taxes
Are you confident that your tax preparer is providing you with tax projections that are right for you and your family? Read about annuity taxation and why annuities are bad for taxes.
Tax Management Tip: Don't Ignore Capital Gain Distributions
Capital gain distributions are making a comeback, but not all investment managers are prepared for its return come tax season. Read more here.
Socially Responsible Financial Planning
Trends show that socially responsible financial planning can generate profits while creating sustainable and progressive changes. Read more here.
Financial Planners, Advisors, and Brokers: The Meaning Behind Financial Titles
Not sure what the differences are between a broker, advisor, and financial planner? Read our blog to discover the meaning behind these financial titles.
What Separates Tax Preparers from Tax Advisors?
Instead of filling in the blanks on your tax projections, a tax advisor goes above and beyond to fully realize a client’s tax savings. Read to learn more.
Asset Allocation vs. Asset Location
Do you need asset allocation or asset location? Learn the difference between asset allocation and asset location to determine which strategy is right for you.
