Chaffee & Associates

07/29/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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07/02/2025

When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner-only 401(k) plan can give you the flexibility you need to meet your retirement goals.

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05/29/2025

Happy 529 Day!

Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more

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05/20/2025

If you're looking for investment opportunities outside the public mainstream, you may find your answer in the private market. Read our private market primer.

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05/29/2024

Happy 529 day!

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

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04/30/2024

Whether you've recently inherited an IRA or are set to inherit one soon, review what the latest change can mean for some beneficiaries.

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02/28/2024

Looking for cash? Check out these seven ways to save.

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02/07/2024

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.

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01/30/2024

A couple more ways to utilize 529s. Most of us associate 529 accounts as college savings vehicles. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool?

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11/21/2023

We are big fans of 529s and here are a few additional ideas on ways to leverage them. 8 ways to get creative with a 529 plan – to benefit you.

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09/27/2023

Downside equity market volatility can be unsettling, Raymond James CIO Larry Adam discusses why the equity market was due for a modest pullback.

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09/20/2023

Being and avid climber and hiker I find some endeavors end up being a bit more intense than we thought going in. Completing the Enchantments in a one-day push wasn't easy, but the experience was worth it 100%. I think the same can be said for a lot of investing whether starting to contribute to your first work 401(k) or establishing your full comprehensive financial plan. These things can end up being a lot more work than we thought going in but will end up being 100% worth it.