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!
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!
Finding Financial Optimism in Changing Times
Given the ups and downs of the past year, it can be difficult to be optimistic as an investor. Here’s how to find financial optimism under changing circumstances.
What Changes Can We Expect to See from Biden’s Administration?
Taxes, healthcare, retirement: here are some of the changes we can expect to see from the Biden administration.
California’s Proposition 19 and Property Taxes
The recently passed Proposition 19 has major implications for property taxes and beneficiaries.
Georgia Runoff Election: What It Means for You
What does the Democratic Georgia election win mean for President Biden’s agenda and how might it affect taxpayers?
Is Inheritance Taxable in California?
If you recently inherited money you are probably wondering what your next steps are? Find out if your inheritance is taxable in the state of California!
