Wealth Planning by Bob Chitrathorn

09/02/2026

Life is unexpected. Whether it’s a sudden illness, an accident, or just one of those scary moments you didn’t see coming, make sure to give your pet the protection they deserve.

Contact me to learn more about Nationwide pet insurance: https://partnersolutions.nationwide.com/pet/simplifiedwealth

09/02/2026

Belle Burden’s divorce memoir is prompting readers to look at their finances and prenups. We asked attorneys and financial advisers for their best advice.

09/02/2026

Education planning is a big commitment, but it does not have to feel disconnected from everything else.

A realistic strategy can help balance college goals with long-term financial priorities.

Visit https://bit.ly/4b5Q2HQ

09/02/2026

One question has a way of changing almost every financial conversation.

"What is your wealth actually for?"

The answer is almost never a number. It's about the life someone wants to build, the people they want to care for, and the opportunities they hope to create.

We've found that once that conversation happens, financial decisions become clearer. Priorities come into focus. The plan starts to reflect the person instead of just the portfolio.

Because before wealth can be managed well, it helps to understand the purpose behind it.

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/02/2026

What's causing the decline in customer service levels, and what can you do to address it in your business?

09/02/2026

As retirement gets closer, the focus naturally begins to shift. For years it’s been looking at how much you’ve saved, but now the focus needs to be on how that money will support you over time. That’s where many of the most important...

As retirement gets closer, the focus naturally begins to shift. For years it’s been looking at how much you’ve saved, but now the focus needs to be on how that money will support you over time. That’s where many of the most important decisions come into play...

09/01/2026

The person you retire with matters. But from a financial standpoint, where you retire may matter even more.

09/01/2026

💭 For business owners, personal and professional finances are often closely connected.

Planning ahead can help support wealth building, retirement decisions, tax strategy, and future transition goals.

Visit https://bit.ly/4b5Q2HQ

08/31/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.