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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
  • Loan Money To The US Government…WITH NO INTEREST!
    As a regular practice, I see a client's tax return and review its preparation and basic entries. While I'm not a CPA, as part of my Certified Financial Planner™ training, I attended a full tax section, so I am trained…
  • From The President’s Desk
    Needless to say, the first 6 months of this year have brought forth a plethora of news items that, when filtered down, will affect us in one way or another. On the domestic front, it's mostly healthcare and tax reform.…
  • Prince, Sinatra Jr., Tom Clancy…What Did They Have In Common? Why Estate Planning Is Essential To Every Family
    All 3 died within the past few years, to the chagrin of the adoring public. All 3 were very wealthy, and would pack houses for performances or in Tom Clancy's case, book signings and appearances. They all lived the good…
  • FICO- It’s More than A Scrabble Word
    Most people have heard of FICO, but are not familiar with its origin and more importantly, how it's used in your favor or against you when applying for credit. Your FICO score, literally a summary of your credit-worthiness, is used…
  • The DOL (Department Of Labor), The Financial Services Industry…And You!
    Note: This article is to begin making our clients aware of this new evolution in the financial services industry. It holds no opinion or judgment on the rule, it's intricacies or politics, and is just a small part of a…
  • Social Security-The Word On The Street!
    Social Security- two words viewed by the young as a moniker for the old, and by the older (note: not old!) as money to help with their income. It's a marker used for moving from the working class to the…
  • The Connection Of Social Media To Millennial Spending
    I recently read a Deloitte report that cited that 47 percent of millennials are influenced in their purchases by social media, compared to 19 percent for all other age groups. I admit I am one of many who go on…
  • 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…