Get Insured with Chet

Get Insured with Chet What do I do? I help Florida families protect what they love the most, loved ones, businesses and fi

Do you have questions about Social Security? Here's a rundown of the changes we'll see this year.
02/03/2022

Do you have questions about Social Security? Here's a rundown of the changes we'll see this year.

A quick look at all the Social Security monthly benefit changes, Medicare premiums and payroll taxes that take effect starting January 1, 2022.

There's much to consider if you're planning to retire early. Set yourself up for success by protecting what many conside...
01/31/2022

There's much to consider if you're planning to retire early. Set yourself up for success by protecting what many consider to be your most valuable asset.

Congratulations, you’re ready to leave the grind for early retirement. But even if your savings are rock solid, an early exit from your career puts one of your most important assets (and your wealth itself) at risk. Here’s what that is, and how to protect it.

Maybe you've heard (or noticed) that some consumer goods will cost more this year. Here's a look at the trends.
01/28/2022

Maybe you've heard (or noticed) that some consumer goods will cost more this year. Here's a look at the trends.

Prices are going up in the year ahead. Here's what's going to be more expensive and how to navigate paying more for the things you want.

Checking in with your finances and goals can help you adapt to whatever the year may bring.
01/25/2022

Checking in with your finances and goals can help you adapt to whatever the year may bring.

Have questions? Reach out anytime.

The twice-monthly newsletter discusses finance news, retirement topics and more.
01/22/2022

The twice-monthly newsletter discusses finance news, retirement topics and more.

Sign up and stay tuned for this week's posts.

Couples who decide to get married later in life often have several careful decisions to make. Here's one real-life examp...
01/20/2022

Couples who decide to get married later in life often have several careful decisions to make. Here's one real-life example of how things could work.

An older couple getting married, who already own houses, get advice from money expert Jean Chatzky to help avoid tax and estate problems later on.

When determining which assets are part of your estate, first you have to define what you mean by "estate."
01/17/2022

When determining which assets are part of your estate, first you have to define what you mean by "estate."

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

Here is some guidance from the IRS regarding tax season.
01/14/2022

Here is some guidance from the IRS regarding tax season.

IR-2021-243, December 7, 2021 — The Internal Revenue Service today encouraged taxpayers to take important actions this month to help them file their federal tax returns in 2022, including special steps related to Economic Impact Payments and advance Child Tax Credit payments.

If you haven't already started preparing, it's time to get ready for the 2021 tax year.
01/11/2022

If you haven't already started preparing, it's time to get ready for the 2021 tax year.

Have questions? Reach out today.

The twice-monthly newsletter keeps you informed.
01/08/2022

The twice-monthly newsletter keeps you informed.

Sign up and stay tuned for this week's posts.

Here's how a few different types of retirement income may be taxed. Have questions? Reach out anytime.
01/06/2022

Here's how a few different types of retirement income may be taxed. Have questions? Reach out anytime.

When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.

The new year is a good time to evaluate your goals and priorities. Are you planning to make any big changes in 2022?
01/03/2022

The new year is a good time to evaluate your goals and priorities. Are you planning to make any big changes in 2022?

The Covid-19 pandemic has prompted people to rethink goals large and small. The new year is an opportunity to make sure your financial plans still match.

Address

Sarasota, FL
34234

Website

Alerts

Be the first to know and let us send you an email when Get Insured with Chet posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Get Insured with Chet:

Shortcuts

Share

Category