Free Investment Guides

Investment - Request your Checklist (1 max)

-      What Issues Should I Consider Regarding My Restricted Stock Units?
-      What Issues Should I Consider Regarding My Incentive Stock Options?
-      What Issues Should I Consider Regarding My Non-Qualified Stock Options?
-      Will I Have To Pay Tax On My Qualified ESPP?
-      Can I Do A Net Unrealized Appreciation (NUA) Distribution?
-      What Issues Should I Consider When Reviewing My Investments?​​

General Education Information Only - Not Intended to be Personal Financial Advice

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Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut 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.
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