For audiences ranging from our clients, to the wider community, to the broader wealth management profession, Chatham regularly shares resources, opportunities, and insights to provide fresh perspectives and advice.
Chatham Resource Library
RMD Strategies to Help Ease Your Tax Burden
Required minimum distributions (RMDs) can take a toll on your tax bill. Consider these strategies to help reduce the sting.
“The secret of getting ahead is getting started”. Mark Twain
Getting started on financial planning can be a daunting task. Let us help you get started today!
Insurance Need Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding Qualified Charitable Distributions (QCDs): A Smart Way to Give Back While Reducing Your Taxes
Over 70 ½ yrs and interested in reducing your income tax burden? Consider a QCD.
Important Birthdays Over 50
A look at birthdays OVER 50 that have implications regarding your retirement income.
New Retirement Contribution Limits for 2025
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Is the 4% Withdraw Rule Still Relevant?
This “4% rule” is a guideline developed in the mid-1990s on how much a retiree can withdraw from their accounts without running out of money.