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
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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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.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lease Payment
How much would your monthly lease payment be?