2021 Economic Mid-Year Outlook: Where Are We Headed?
What is the remaining economic outlook for 2021?
How Can You Gift Money to Your Beneficiaries?
Which options are available to gift money to beneficiaries?
What’s Happening With The Bond Market Right Now?
The bond market has been underperforming, but should investors be giving up on them completely?
What is the SALT Deduction?
California residents can take a SALT deduction, but what is it?
Inflation: Where Are We Headed?
How does inflation affect the markets and where are we headed?
The Importance of Multi-Generational Planning
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!
Top 10 Questions to Ask Your Financial Advisor
Ask the following top 10 questions in order to evaluate a potential financial advisor.
Newly Retired: Should You Take a Pension Lump-Sum Payout?
Are you newly retired? Here’s what to know about a lump-sum payout.
How Much Cash Should You Have for Retirement?
Do you have an emergency cash fund for retirement purposes? Learn why it’s a good idea to be prepared.
The Post-Covid Economy and Innovation Trends
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.
The Third Stimulus Payment: What You Need to Know
Who qualifies for a third stimulus payment? This breaks down who is eligible under the American Rescue Plan.
Understanding Taxes and Stock Gains
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!
