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Why Chatterton
Our Clients
Our Process
Our Philosophy
Who We Are
Our Story
What We Do
Financial Planning
Retirement Planning
Tax Planning & Services
Estate Planning
Income Tax Return Filing Services
Tax Projection & Reduction
IRS-tax-representation
Business Tax Planning and Returns
Business Financial Planning
Business Tax Preparation Services
Business Bookkeeping
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With Our Advisors
Gain Financial Insights from Our Advisors in Our Video Series.
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Economic Updates with Our Team of CERTIFIED FINANCIAL PLANNER™ Professionals
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18 MIN
Case Study: Tax Projection Strategies for Retirement Planning with David Hilliard
19 MIN
Case Study: Understanding John and Katie Doe's Retirement Plan with Eric Oh
6 MIN
EP 27: How IRMAA and Medicare Premiums are Changing for 2023
5 MIN
EP 26: RMD Inherited IRA Rules Changing in 2023
EP 25: Sequence-of-Returns Risk in Retirement
EP 24: Why Municipal Bonds May Be a Good Choice for Your Portfolio
EP 23: Recession History and How It Affects the Present
EP 22: Why You Shouldn’t Align Your Investments with Your Politics
Tax Updates with Our Enrolled Agents & CPAs
EP 1: Tax Office Hours
EP 2: Tax Office Hours
EP 3: Tax Office Hours
EP 4: Tax Office Hours
Educational Online Event Recordings
Build Your Financial Future with Confidence - The Collaboration of Wealth, Tax & Estate in 2024
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