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.

June

  • HOT TOPIC — Wage Growth: Watching for a Tipping Point

    The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

  • New Tax Breaks for Pass-Through Entities

    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

May

April

March

February

  • How Long Should You Keep Financial Records?

    The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

January

December

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.

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