Chappelle Consulting Group

CONNECT

Address:

1747 Reese Street, Ste. 215
Homewood, AL 35209

Phone:

(205) 871-5900 (888) 898-4654 - Toll Free

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

October

September

  • Insuring Your College Student

    Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

  • New Math for Social Security

    In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

August

July

  • Surprise! It’s Retirement Time

    Consider these tips to prepare for the possibility that you might retire earlier than planned.

  • Anticipating Inflation?

    One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.

June

May

  • The State of Social Security

    The current state of the Social Security program and possible solutions to address the program's projected shortfall.

March

  • Tax Breaks for College Costs

    Three federal tax provisions can help ease the financial strain of paying for rising college costs.

  • Tax Tips on Capital Gains

    Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

February

January

December

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Check the background of this financial professional on FINRA's BrokerCheck