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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A look inside the U.S. government's statistics on household net worth.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Term insurance is the simplest form of life insurance. Here's how it works.
For homeowners who think their property taxes are too high, there are ways to appeal.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Try these activities to keep your brain sharp.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Roth IRAs are tax advantaged in a different way from traditional IRAs.