Understanding Today’s Financial Environment
Welcome, I’m Bob Chess, a Certified Financial Planner in Erie, Pennsylvania. I understand that individuals face unique challenges as they prepare for retirement. My Team can help take the mystery out of preparing for tomorrow as you try to navigate today's financial enviorment. Whether you goal is saving for retirement, college savings, or an estate strategy, our personalized service focuses on your needs, wants, and financial goals.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (814) 864-0984.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
There are four very good reasons to start investing. Do you know what they are?
Do you know where the idea of “retirement” comes from?
Beware of these traps that could upend your retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Military families face unique challenges, making personal finance even more critical.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.