The Chamberlin Group

07/16/2026

Your Hopes. Your Dreams. Your Goals. When you craft a retirement plan, it should be tailored to you and the things you’ve worked for your entire career. For Matt and Julie? That’s retiring at sea, and Chamberlin planner Brendan Kelly is helping them navigate their way toward it.

📺 Hear Matt & Julie’s story directly from them: https://hubs.la/Q04pMw180

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

07/14/2026

Taking charge of your healthcare in retirement means more than just choosing a plan—it’s about safeguarding your future. At Chamberlin, our experts help you navigate Medicare, tax implications, and long-term care so you can retire with confidence and peace of mind. Read more on our blog: https://hubs.ly/Q04pvmp40

One of the most complex — and potentially expensive! — areas you will face in retirement is navigating your healthcare.

07/07/2026

David and Mary Kay weren’t sure they’d be able to retire. Their circumstances had them worried, and when Chamberlin came on their radar, they thought, “why not?” It wasn’t just financial peace of mind they gained, though. It was education, confidence and an advisor who cared about more than just their returns; he cares about them.
📺 Hear the Murphys’ story directly from them: https://hubs.la/Q04nLmZL0

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

07/02/2026

Happy Independence Day! From everyone here at Chamberlin, we wish you a relaxing, enjoyable and safe holiday weekend.

Please note that in observance of the holiday, our office will be closed on Friday, July 3. We will re-open for normal business hours on Monday, July 6.

06/30/2026

Starting something new can be a little scary. It’s scarier when you’ve had to start something new multiple times. Matt and Julie have both had to start over multiple times in their lives, but working with Chamberlin advisor Brendan Kelly gave them comfort and peace of mind as they tried to make their newest life journey stick.

📺 Hear Matt & Julie’s story directly from them: https://hubs.la/Q04m_m1Z0

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

06/26/2026

We're overdue for a new , so we decided to make it an extra special one and introduce our 2026 summer intern, Savannah! Over the next few weeks, she'll be taking time in each different department at Chamberlin, immersing herself in the processes and learning how it all works together to give our clients the top-notch holistic planning service they've come to expect. Welcome to the team, Savannah! We're excited to have you on board!

06/25/2026

It's hard to believe, but it's time for the season finale of "The Wells of Wealth" show on CNBC! The sixth episode airs this Sunday at 9 a.m. central, and the topic is the importance of going into retirement with a plan. Sometimes it's fun to leave the house without a set destination in mind, but there's a certain confidence and calm that come when you map out your route ahead of time, research the stops along the way and have an idea of your travel time. Crafting a retirement roadmap with a holistic planner can help bring similar peace of mind.
Check your local listings and tune into CNBC this Sunday to hear this important discussion, and if you don't have your free copy of "The Wells of Wealth System" book yet, click here to request yours today: https://hubs.la/Q04mKPdP0

06/24/2026

You know the old saying: the only things certain in life are death and taxes. But even though paying something in taxation might be inevitable, it's possible to keep that burden as low as possible. We're up to chapter 5 in our blog series summarizing the topics in Don's new book, "The Wells of Wealth System." Check out the post for an overview and to learn how you can get your complimentary copy:

Many retirees have been told taxes will be lower when they are no longer working. Income taxes can actually be your single largest expense in retirement!

06/21/2026

Keeping us tied together, one day at a time. 👔

Happy Father's Day to all the amazing dads, grandpas, uncles, and paternal figures out there! We see you, we appreciate you, and we hope your day is as incredible and inspiring as the impact you make on those around you.

How are you celebrating the special men in your life today? Let us know below! 👇💙

06/18/2026

Tomorrow is Juneteenth, a day when we pause to celebrate a historic milestone of freedom and to honor the ongoing journey toward justice for all.

Please note that our office will be closed on Friday, June 19, but will reopen for normal business hours on Monday, June 22.