Podcast

Tax Alert to Business Owners

8/31/2024

Tax preparers or tax software may not be aware of all state and local business tax laws.

As a business owner, it is crucial to stay informed about the various tax laws and requirements that apply to your specific type of business. While you may rely on tax preparers or software to assist with your taxes, it is important to remember that they may not be aware of all state and local business tax laws. In this post, we will discuss the importance of proactively ensuring you are up-to-date on your state's business tax and licensing laws.

Key Things to Consider When Buying Solar Panels

8/12/2024

By considering factors such as tax credits, property types, breakeven points, and comparing quotes from different providers, homeowners can make informed decisions about going solar.

As solar energy becomes more popular and accessible, many homeowners are considering investing in solar panels for their properties. However, before making the decision to go solar, there are several key factors to consider to ensure you make the best choice for your specific situation. In this video post, we will discuss the important things to keep in mind when buying solar panels.

Estate Planning: Not Just for the Wealthy

6/28/2024

Dawn presenting at the True Blue Sister Summit

By Dawn Mabery Chestnut, CFP®, MSPFP, ChFC®, AIF®, MPAS™

Estate Planning: At the True Blue Sister Summit of the National Alumnae Assocation of Spelman College I presented on the topic: Essential Components of a Strong Financial Plan. Here are snippets from a portion of that presentation where I discuss who needs estate planning. Hint, it's not just for the wealthy.

Click video link below.

Investing

6/27/2024

Dawn presenting at the True Blue Sister Summit

By Dawn Mabery Chestnut, CFP®, MSPFP, ChFC®, AIF®, MPAS™

Investment: At the True Blue Sister Summit of the National Alumnae Assocation of Spelman College I presented on the topic: Essential Components of a Strong Financial Plan. Here are snippets from a portion of that presentation where I discuss investments and the importance of having an investment policy statement.

Click below for video.

Budget Analysis

6/26/2024

By Dawn Mabery Chestnut, CFP®, MSPFP, ChFC®, AIF®, MPAS™

At the True Blue Sister Summit of the National Alumnae Assocation of Spelman College on Juneteenth, I presented on the topic: Essential Components of a Strong Financial Plan. Here are video snippets from a portion of that presentation where I discuss the importance of budget analysis.

Components of a Strong Financial Plan: Financial Goals

6/24/2024

Setting financial goals is one of the crucial first steps of the financial planning process.

By Dawn Mabery Chestnut, CFP®, MSPFP, ChFC®, AIF®, MPAS™

At the True Blue Sister Summit of the National Alumnae Assocation of Spelman College on Juneteenth, I presented on the topic: Essential Components of a Strong Financial Plan. Here are video snippets from a portion of that presentation where I discuss the importance of setting financial goals as one of the crucial first steps of the financial planning process.

Click below for the video.

True Blue Sister Summit

6/24/2024

Thank you True Blue Sister Summit for the opportunity to present on the Essential Components of a Financial Plan. I had a blast learning, catching up, laughing and building memories with my Spelman Sisters.

Why Your Mortgage Payment Changed

3/26/2024

See also my full blog that provides even more information.

Which One? Preferred or Common Stock?

3/15/2024

See also my full blog that provides even more comparisons on Preferred and Common Stock: Demystifying Stocks: Understanding the Difference Between Common Stock and Preferred Stock

Mortgage: Paid in Full

7/3/2023

This 4th of July, we're celebrating our financial independence from debt. My husband and I paid off our mortgage. Here are some tips from our bumpy road to being debt free.
See Also: Mortgage: Paid-in-Full - What to Expect Next

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Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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