Economic jargon shows up everywhere—from nightly news to policy announcements—and it can feel overwhelming when you’re trying to make informed decisions about your financial future. This guide breaks down five commonly cited economic indicators so you can better understand market... Read More
When it comes to managing personal documents, it’s easy to feel overwhelmed. Old bank statements, insurance policies, and tax records can pile up fast. But how do you know what to keep and what to shred? That’s where our “Keep... Read More
With the recent shift in U.S. trade policy—particularly the announcement of sweeping new tariffs—many clients are understandably concerned about the potential impact on their investments and the broader economy. This article aims to provide a clear, factual overview of tariffs,... Read More
OVERLAND PARK, Kan. Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Dean Capital Management, LLC (“DCM”), an affiliate of C.H. Dean, LLC, announced today it has been named to the... Read More
Want to download C.H. Dean’s quick reference guide? Click below! 2025 COLA Each year, the Internal Revenue Service (IRS) adjusts various financial limits to account for inflation and cost-of-living changes. These adjustments impact employer-sponsored retirement plans, individual... Read More
Short On Time? Here’s a Quick Summary: Eligibility and Contributions: A Roth IRA can be set up for teens with earned income, with contributions limited to their income and up to the annual maximum ($7,000 in the example provided). Contributions... Read More
Short On Time? Here’s a Quick Summary: Definition and Eligibility: Qualified Charitable Distributions (QCDs) allow individuals aged 70½ or older to donate directly from IRAs to qualified charities, excluding the distribution from taxable income. This strategy can help manage required... Read More
Short On Time? Here’s a Quick Summary: Long-Term Market Resilience: While political outcomes may stir emotions, market performance historically reflects the strength of the U.S. economy over time, not the party in power. Diversified portfolios are typically more resilient to... Read More
Short On Time? Here’s a Quick Summary: Immediate Action: If you suspect identity theft, contact your bank’s fraud department, freeze your credit with all three major bureaus, and file a report with the FTC to limit further damage. Next Steps:... Read More
Short On Time? Here’s a Quick Summary: After a loved one passes, gather important documents such as the will, Social Security number, account statements, deeds, and any estate planning documents to settle the estate efficiently. Address immediate needs by arranging... Read More