Retirement Plan Consulting Services
Chase Dominion Advisors is an independent financial firm with a deep understanding of all aspects of retirement plans. We can help you select a plan design that suits the needs of your company and your workforce, and assist you in implementing high fiduciary standards while offering an appropriate mix of investment options, education and personalized guidance for your employees. Learn more
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
At what point can you call a personal vehicle commercial?
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.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.