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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Four vacation destinations you might never have thought of.
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Get the facts about guaranteed retirement income.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
There’s an alarming difference between perception and reality for current and future retirees.
Bucket lists don’t have to be for tomorrow.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.