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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding how a stock works is key to understanding your investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
Five strategies for managing your student debt.
What kind of auto insurance should you have? Do you know?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations?
There’s an alarming difference between perception and reality for current and future retirees.