Caring Advisors Working For You
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. At Cheeseman Financial, we seek to address this concern by serving as a trusted resource.
Our mission is to help clients build, enhance and protect their present and future economic well being. Rather than rely on one solution or model portfolio, we are dedicated to providing unbiased advice and customized strategies that are appropriate for your situation. We assist people in all stages of life with a specialization in retirement and investment planning. Our passion lies in helping our clients articulate, plan, and pursue their goals, and we take pride in the fact that we have been helping our friends and neighbors since 1998.
Experience the power of working with an advisor dedicated to your success. Contact us today to get started.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How to help determine life insurance needs to provide for your family after you pass away.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The uncertainties we face in retirement can erode our sense of confidence.
It's important to understand how inflation is reported and how it can affect investments.
Building wealth requires protection from the forces of wealth destruction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.