Chamberlin Financial Inc.

06/03/2026

Looking for income-generating investments? Dividend-yielding stocks are one option worth understanding.

When a company profits, it can reinvest that money — or pay some of it out to shareholders as a dividend. But a dividend alone doesn't make a stock a smart buy: payouts can be increased, cut, or stopped, and they create taxable income.

Our latest article breaks down how dividends work, the two ratios investors watch, and what to weigh before committing any dollars👇

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends.

06/02/2026

Thinking about letting a life insurance policy lapse? It may be worth more than you think. Our free Policy Value Calculator gives you an estimate in about a minute — no obligation.

A life settlement lets you sell your life insurance policy for more than its cash surrender value. See what your policy may be worth with our free calculator.

06/02/2026

Your net worth is one of the most useful numbers in your financial life — and most people couldn't tell you theirs within $50,000.

It's not about ego or comparison. It's a snapshot: what you own, minus what you owe. The number itself matters less than what it reveals — whether you're actually building wealth, where the leaks are, and what to do next.

Calculate yours in a few minutes, then explore strategies for cash flow, passive income, and protecting what you've built:

Your net worth is a snapshot of your progress and a map for what's next. Calculate where you stand, then explore strategies for cash flow, passive income, asset protection, and managing risk in retirement.

06/01/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

05/30/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

05/29/2026

05/29/2026

How much should you save for retirement? Where should you put that money? How do you know when you have enough?

These are the questions almost every pre-retiree wrestles with — and there's no universal answer.

Our retirement savings hub walks through the foundations: defined benefit vs. defined contribution, Social Security, employer-sponsored plans, and investment vehicles. Plus a calculator that projects where your current savings rate actually gets you.

Worth 5 minutes if retirement is on your mind.

How much should you save? Where should you put it? When is enough enough? Explore guidance on Social Security, employer plans, and investing — plus a calculator to project your retirement savings.

05/28/2026

Grantor Retained Annuity Trusts (GRATs) have quietly moved significant wealth to heirs for decades — often with minimal gift tax impact.

They're especially popular with founders and executives holding pre-IPO shares. And with recent proposals in Congress to limit how they're structured, the current window may not stay open indefinitely.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

05/25/2026

Just starting out on your own? 🎓 Your first taste of independence comes with new financial responsibilities.

From auto and renter's to disability and health, here's a guide to the insurance you actually need in your 20s 👇

Even if you’re young and single, you should still consider protecting yourself.

05/23/2026

Beating the market isn't the real value of a financial professional — strategy, coaching, and helping you tune out the noise is. 📈

A good professional provides important guidance and insight through the years.