MABERY CONSULTING, LLC
  • About
  • Blog
  • Podcast
  • Contact Me
  • Services
  • Client Success
  • 10-Year Rule for Inherited IRA
Picture

Start 2025 with Financial Clarity

Picture
Kick off 2025 on the right financial foot by getting personalized advice from a CERTIFIED FINANCIAL PLANNER®

​💡 Gain the personalized knowledge you need to make smart money moves this year that works specifically for you!

1 hour with me, a CERTIFIED FINANCIAL PLANNER® and Investment Advisor

Topics include:

💵 New Tax Brackets – Understand how they affect your take-home pay.
🎁 Annual Gift Limits – Maximize your giving potential.
📑 Tax Prep Essentials – Stay ahead with key forms and deadlines.
💸 Income & Expense Changes – Adjust your plans for life’s surprises.
👵 Milestone Ages – Learn what to do at key life stages.
🏢 Employee Benefits – Take full advantage of what your employer offers.
💰 IRA & Retirement Contributions – Secure your future with smart savings.
📥 RMDs (Required Minimum Distributions) – Navigate these important withdrawals.

Don’t miss this chance to take control of your finances and start 2025 feeling empowered and prepared.

About Me
​Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, AIF® is a CERTIFIED FINANACIAL PLANNER™ and Real Estate Financial Planning Coach. 

Get started in 3 easy steps
  1. Provide your contact info below
  2. A $50 invoice will be emailed to you
  3. After payment is received, you'll receive my schedule link to reserve a time that is convenient for you (Zoom or phone) 

    Invoice Me!

Submit Your Request & Join Email List
​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and Mabery Consulting, LLC is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
ALL RIGHTS RESERVED   COPYRIGHT © 2011​
  • About
  • Blog
  • Podcast
  • Contact Me
  • Services
  • Client Success
  • 10-Year Rule for Inherited IRA