Chappell Wealth Management Group

06/02/2026

One of the biggest risks people run if ALL of their money is in a 401(k) account or Traditional IRA, is liquidity.

What happens if you need money for an emergency? Or simply just a large sum of money? Roof needs replaced, down payment for new home, starting a business, helping family out, etc.

401(k) accounts are great, and should be participated in, but also have its limitations.

05/28/2026

I had the privilege of visiting RBC Wealth Management's headquarters in Minneapolis last week

I often talk about our team being a father-and-son advisor team alongside an incredible client associate, and being able to provide concierge-style service

It was a friendly reminder that while our team is small and personal, we are backed by on of the most respected financial institutions in the world

More than 1,800 employees work out of Minneapolis alone, focused mainly on behind-the-scene operations that allow us to operate at such a high level

RBC is also one of the top firms in the U.S. bond market and maintains some of the highest credit ratings in the industry, reflecting the firm's financial strength on a global scale

Grateful to be a part of a firm that helps our team deliver high level service

05/26/2026

Educational Webinar for Business Owners:

Maximize Savings by Offering 401(k) Plans

May 28 | 3pm MST

Text me for the registration link: 385-377-8506

- Tax credits
- Employee retention
- Plan updates and enhancements
- Maximize savings in your business

05/21/2026

Increasing revenue does not equal a higher valuation of your business

Intangible capital makes up 80% of the value

1. Human Capital: employee's talent, ability to execute without the owner

2. Customer Capital: customer relationships, loyalty, tenure

3. Structural Capital: systems, financials, strategy, processes

4. Social Capital: company culture. Are employees happy and are they behind the vision?

This article and resources from Exit Planning Institute helps illustrate this.

Exit Planning Institute released a comprehensive look at the Four Intangible Capitals consisting of an in-depth whitepaper, case study, and descriptive infographic.

05/19/2026

If you've thought about starting a 401(k) or already have one...

Hosting a webinar May 28th at 3pm

Text me for registration link: 385-377-8506

You will find value if you are looking to:

- Attract new employees
- Maximize savings
- Maximize tax credits
- Learn about how to get started
- Determine if you are missing opportunities

05/13/2026

Some of the common objectives I see with business owners are maximizing savings where possible and attracting or retaining talent among their employees.

401(k) plans offer opportunities especially given recent law changes.

Whether you already have a 401(k) plan or have considered starting one, I'm hosting a webinar covering:

- Maximizing savings opportunities through plan design
- Employee attraction & retention
- Cash balance plans
- Tax credits for businesses under 100 employees
- Enhancements through the SECURE Act 2.0

May 28th - 3pm MST - Anyone welcome to join!

Message me or comment if you would like the link to register!

05/06/2026

Everyone has a "desired lifestyle" when they retire. Some like to travel, buy a new home, hobbies, philanthropy, etc.

Not everyone knows how much it will cost to live that lifestyle.

The different types of income that people may have are:
- Social Security income
- 401(k) income
- Other investment accounts
- Pension
- VA disability
- Rental property income

Does this cover everything? Or is there a gap? How do you plan to cover that gap?

What if you live longer than expected?

What if a spouse dies early?

05/04/2026

Was able to bring clients out to the RSL vs Inter Miami game with RBC being an MLS partner.

Being able to watch the GOAT was a treat! We were all in awe to say the least.

Glad to work for a company that provides me with opportunities to build relationships while enjoying some entertainment.