Emily Mirrilees Aug 261 min readFraud Alert – WhatsApp ScamFraud warning: Chesley, Taft & Associates will not use WhatsApp. If contacted, ignore and report it to our firm immediately.
Joan GiardinaDec 12, 20231 min readFraud Doesn't Take a HolidayFraud alert: Scammers are posing as institutional fraud departments. Always verify calls and texts, and never share sensitive info.
Jeff HinkoMay 15, 20232 min readProtecting Your AssetsBeware: New scam combines tech pop-ups and impersonated calls from 'financial institutions.' Protect your info; verify contacts!
Matthew SzafranskiJan 8, 20232 min readNew Retirement Rules: SECURE Act 2.0New retirement rules: RMD age rises to 73 in 2023 and 75 by 2033, with reduced penalties for missed distributions. Plan accordingly!
Matthew SzafranskiOct 14, 20221 min readInherited IRA UpdateNew IRS rules: Non-spousal inherited IRAs require RMDs starting in 2023. We're here to help with your distributions!
Jeff HinkoAug 8, 20222 min readChesley, Taft & Associates Ranked by Financial Advisor MagazineChesley, Taft & Associates ranks in the top 2% of RIAs nationally on Financial Advisor Magazine's 2022 list! Thank you, clients!
Emily Mirrilees Mar 28, 20221 min read2021 IRA Contribution ReminderYou can contribute to Traditional and Roth IRAs until April 18, 2022. Income limits apply, so consult your tax advisor for details.
Jeff HinkoOct 12, 20213 min readHelpful Cybersecurity TipsCybercrime is on the rise! Stay safe online with tips on cautious sharing, password strength, and recognizing phishing scams.