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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
In the face of divorce, making changes to insurance coverage may be overlooked.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Knowing your options when a CD matures can help you make a sound investment decision.
How literate are you when it comes to your finances? Brush up with these five basics.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.