Chudde Wealth Management, LLC

 

Our investment philosophy at Chudde Wealth Management is to provide our clientele with quality investment advice and service processes.  Our goal is to achieve consistent service and investment returns that meet our client's goals and objectives.

The focus of our team is to provide "Trusted Advice and Excellent Service".  We understand the need of all client's to "TRUST" their financial advisor and receive a level of service, provided by all team members, that establishes the communication and relationship they want and deserve. 

Our team provides over 40 years of combined experience and expertise with high net worth clients.  We are committed to our personal and professional development in: education, technology, and knowledge of the changing global market environment. 


A potentially beneficial feature of our team is that we have put in place a succession strategy for long term transition to help protect our clients in the event a team member retires or becomes incapacitated.  We understand the clients need to "TRUST" that the continuation of their financial health and processes for their family and estate remain secure.

We hope that you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" on your Internet Browser.  We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

 
Calculators

Life Insurance

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Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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