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Jenny Chappell, CFP®, CEPA®
Tayler Kottinger, CFP®, CEPA®
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Jenny Chappell, CFP
®
, CEPA
®
Tayler Kottinger, CFP
®
, CEPA
®
Gina Franco-Calderon
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Jenny Chappell and Tayler Kottinger
9805 Double R Blvd Suite 300
Reno, NV 89521
O: 775.567.3805
F: 775.460.4402
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Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
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Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider...
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Markets & Investing
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider...
Read
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put of...
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Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put of...
Read
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
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Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
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Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Estate & Giving
Launching a financial future
Share these fundamental concepts with young emerging investors.
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Markets & Investing
Be prepared for emergencies
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle
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