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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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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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
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Car Affordability
How much can you afford to pay for a car?
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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.