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
-
HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You
Open enrollment is your chance to make every benefit count.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Lease Payment
How much would your monthly lease payment be?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.