Retirement Guides

Saving for Retirement

Should I Contribute To My Roth IRA Vs. My Traditional IRA?  When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA? The answer depends on several different factors that should be considered and discussed.
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For Near Retirees

What Issues Should I Consider Before I Retire?  This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  

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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.
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