Our Blog

Discover everything you need to know about social security, when the best time to apply is, what documents are required, and what benefits are included.

Seven strategies to maximize tax efficient withdrawals during retirement without penalty. Read our guide so you can start saving money today!

Thinking about converting from a traditional to Roth IRA? Learn about Roth conversions & the rules to follow so your money can compound and grow over time!

Prepare for your retirement by avoiding these common retirement planning mistakes! Contact the Chatterton team now to start planning your retirement!

Changes and limitations may be coming to Roth IRA and Mega-Backdoor Roth IRA conversions.

In our easy-to-follow ultimate guide, our financial planners will teach you the ways to reduce market volatility through asset allocation & diversification!

Which options are available to gift money to beneficiaries?

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

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!

Are you newly retired? Here’s what to know about a lump-sum payout.

Do you have an emergency cash fund for retirement purposes? Learn why it’s a good idea to be prepared.

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!