Discover Your Possibilities
With all the financial options and information available today, it has become increasingly difficult for individual investors to make smart financial decisions. Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Retirement Solutions Inc., Scott A. Chelberg, CFP® will build a personalized financial roadmap that supports you on your journey toward your desired destination. Scott seeks to simplify complex financial terms of investment options, offer honest advice and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust.Contact Us
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
To choose a plan, it’s important to ask yourself four key questions.
An inside look at how marginal income tax brackets work.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Peer-to-peer payment apps are one of the newest ways to send money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How do the markets usually react to elections? Was the 2016 election any different?
That big list of dreams and goals isn't the only way to look at your bucket list.