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
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.