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Robert L. Chess CFP, CFS, RFP
bob@estatesolutionplanners.com

Jonathan Beaton, RICP              jon@estatesolutionplanners.com   

Kathy L Kehl
kathy@estatesolutionplanners.com

Sandra "Sam" Jordan
sam@estatesolutionplanners.com

(814) 864-0984 / (888) 686-0984

Fall 2021 The Cycle of Investing The Cost of Procrastination

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.

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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