Short On Time? Here’s a quick summary: Initial Retirement Spending: New retirees may spend more initially, but spending tends to decrease over the years. For example, average annual spending drops from $70,570 for households headed by 55-64 year-olds to $52,141... Read More
We’re thrilled to share that Doug Leach, our mid-Cap Strategy Portfolio Manager, has been selected as the Domestic Mid-Cap Equity Emerging Manager of the Year! This recognition underscores Doug’s exceptional skill within the Mid-Cap Space. Join us in congratulating Doug... Read More
When building one’s financial and estate plan, there are many instances where the creation of a trust or trusts is desirable. Trusts can be useful to manage and protect assets, ensure assets are distributed according to one’s wishes, avoid the... Read More
In order to log in to your companies 401(k) account please do the following: Go to www.chdean.com In the upper right hand corner of the website click on Client Log-In Click Retirement Plans, this will take you a new page Click Participant... Read More