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The Chestnut Blog

2016 Contribution

This is a reminder to all of you who may have not done your IRA for 2016, or have not funded it to its fullest extent. The limits for 2016 are a maximum of $5500 for those of you below the age of 50, and $6500 for those of you…

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Rivertown Magazine


Seville Monthly Magazine


Our Quarterly Newsletter

Winter 2017
  • From The President’s Desk
    To say this has been a year of events is an understatement. While the markets have had their ups and downs, a review of world events reminds us that we are truly a worldwide economic entity, and the domestic markets…
  • Mortgage Alert!!!
    A short but not-to-late warning. For the past 8 years or so with interest rates pretty much at zero, mortgage rates have been at unheard of historic lows. Last month, interest rates were raised a quarter of a point after…
  • Life Is About Negotiation!
    As a professional and a gentleman, I believe that everybody is entitled to be paid for the work, product or service they provide. I also recognize that what we are paying for at the time is not just for the…
  • Our Children And College… The Pride And The Shame
    In the past 6 months or so, it seems that I have had an inordinate amount of meetings with clients who are suffocating under staggering amounts of student loans taken out for their children. The conversations range from lowering the…
  • Student Loans
    Those two little words that make our millennial stomachs turn... student loans. How many of us actually thought about how we were going to pay for the loans when we took them out? I bet not too many. We have…
  • Some Secrets Of The Wealthy
    There is a perception that the wealthy, the so-called 1%, are a different kind of people. Yachts, mansions, jets, unlimited money... anything you want to put into your perception of them. The fact is, many of these "wealthy" people started…
  • So… “HOW AM I DOIN”?
    As a city kid, the above phrase is one I'm very familiar with... as a professional, I hear too it very often. Many people I meet with not only want to go over their own financial standing, but as how…
  • Saving For Retirement- UPSIDE DOWN!
    As a business owner, I have expenses the non-business owner doesn't have: rent, payroll, benefits, insurances, etc. However, being an entrepreneur and balancing the budget is not too much different than those of you who do not own a business...…