Financial advisor to fellow solo entrepreneurs who need money know-how to dually manage their personal and business finances to meet family financial goals.
Joined January 2022
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It's important to weigh all the factors when determining whether to #rentyourhome or to #sellyourhome. maberyconsulting.com/1/post/…
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Now that the #tax deadline has passed, have you discovered that you could benefit from adjusting your #taxwith... maberyconsulting.com/4/post/…
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April is #FinancialLiteracyMonth. To help teens build sound #wealthmanagement practices. Click the link below for how to register your #teen for this free virtual conference. #financialliteracy #financialplanning
maberyconsulting.com/blog/he…
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During #WomensHistoryMonth, I was honored to serve as a panelist at the #GirlsGlobalAcademy annual #sisterhoodsummit. As a CERTIFIED FINANCIAL PLANNER™, I sprinkled in the importance of #wealthmanagement.
#charterschool #highschool #teachers
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With multiple #bankfailures this month redefining #Marchmadness, it's time to take a closer look at the nuance... maberyconsulting.com/1/post/…
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In my Q&A feature I share #employmentbenefits and #retirementbenefits tips for #teachers. #Connecticutteachers maberyconsulting.com/1/post/…
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medium.com/crows-feet/10-way…
Dawn Mabery Chestnut, CFP®, says, “I’ve used this tax strategy with clients. However, as I tell them, some states, like Connecticut, allow a state tax deduction only if they use that state’s #529plan rather than another state’s.”
#tax #taxstrategy
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fb.watch/iSnDT6Qk5d/?mibexti…
don't let distractions break your focus on your #financialplan and #financialgoals
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What should I consider when getting #married, # retiring, or starting a #newjob? Just of few my most requested checklists that cover #financial issues from #cashflow to #estateplanning.
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Wondering what to do with your #extracash? Here are some great ways to make the most of it! Plus bonus Pros &... maberyconsulting.com/1/post/…
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Are you #startingabusiness? Make sure you protect yourself and your investment by getting #businessinsurance... maberyconsulting.com/1/post/…
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#Taxlossharvesting is worth considering if you have a #brokerageaccount. #taxes #tax #investment advisorstream.com/read/video…
Proposed law to expand access to #retirementplans to #gigworkers and #consultants
#retirementsecurity #retirement #employersponsoredretirementplan #financialsecurity #workplaceretirementplan #selfemployed #soloentrepreneur #entrepre advisorstream.com/read/lawma…
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