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

Disclosures Disclaimer Privacy Policy ADV
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.
ALL RIGHTS RESERVED COPYRIGHT © 2011