George Toth, CFP®, CIMC©, AIF®
Essential Support Plus Hand-Crafted Strategies
What a Financial Professional Does for You
Welcome to Chestnut Investment Advisory
We provide this site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Here you'll find a full spectrum of information.
This Web site is fast and easy to navigate for a myriad of data. Just hover over the categories above, such as 'About Us or Toth's Takes.' We hope you take advantage of this resource and visit us often, as Chestnut Investment Advisory is all about education as 'the' basic tenet.
Be sure to add our site to your list of favorites in your browser. We frequently update our information, and we wouldn't want you to miss any developments regarding your money and investments. You can also use the 'Contact Us' form to request more information or to add yourself to our newsletter mailing list.
We look forward to hearing from you and wish you a "Super Financial Day!"
Newsletters
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.