George Toth, CFP®, CIMC©
Hand-Crafted Strategies Plus Essential Support
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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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You
Open enrollment is your chance to make every benefit count.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.