Chad Chubb, CFP®
Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™ and the founder of WealthKeel LLC. He works alongside Gen X & Gen Y physicians to help them navigate the complexities of everyday life by crafting streamlined financial plans that are agile for his clients' evolving needs. He helps them to utilize their wealth to free up time and energy to focus on their family, their practice, and what they love most.
Chad is an established thought leader and part of the InvestmentNews 40 Under 40 Class of 2020. He has been featured in some of the nation's top news outlets, including CNBC, Forbes, U.S. News and Yahoo Finance. He is frequently featured on Philadelphia's NBC 10 and speaks to residents and fellows at hospitals nationwide about financial wellness and student loans.
Phone: 267.590.9533 | E-mail: chadchubb@wealthkeel.com | Website: https://wealthkeel.com | Facebook: www.facebook.com/wealthkeel |
LinkedIn: www.linkedin.com/in/chadchubb
Latest articles by Chad Chubb, CFP®
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6 Financial Moves to Make When the Market Goes Downinvesting Smart investors know how to profit whether markets are hot or cold. Even though stocks are riding high right now, keep these strategies in your back pocket for any down times that may be ahead.
By Chad Chubb, CFP®
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2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?estate planning Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
By Chad Chubb, CFP®
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Things to Consider Before You Refinance Your Mortgagemortgages With mortgage rates hovering near all-time lows, refinancing is on many homeowners’ minds right now. Are you a good candidate?
By Chad Chubb, CFP®
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5 Time-Tested Tactics in Bear Marketsinvesting Investors have been through the wringer since March. These five tips will serve them well going forward.
By Chad Chubb, CFP®
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Do You Qualify for a $300 Tax Deduction Under the CARES Act?tax deductions What is the new above-the-line universal tax deduction, and how does it work?
By Chad Chubb, CFP®
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A Financial Crash Course for Those Getting Marriedretirement Marital bliss and financial preparedness go hand in hand. Here's a little of list of money topics to cover well before you take a walk down the aisle.
By Chad Chubb, CFP®
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What Do You Need to Budget for a Baby These Days?spending Take a look at some of the costs parents should consider when having or adopting a child. The total figure for raising a child may seem astounding, but breaking the costs up into annual "baby steps" can help.
By Chad Chubb, CFP®
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How to Build Your Wealth in Your 40sretirement Retirement is still years away, but it's closer than you think. This is the decade to get your financial ducks in a row.
By Chad Chubb, CFP®
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How to Build Your Wealth in Your 30sretirement You're being pulled in so many directions at this stage of life, and so is your money. To set yourself up for a successful financial future, start by defining what it is that you really value.
By Chad Chubb, CFP®
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3 Vital Financial Planning Stages for Gen X & Gen Yretirement You may think you’re too young (or poor) to start working on a retirement saving plan, but actually now is the perfect time.
By Chad Chubb, CFP®
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A Forgotten First Step in Wealth Creation: Emergency Fundsretirement Putting aside money for a rainy day (and it WILL rain one day, don't kid yourself) can pay off in many ways, including lowering your stress.
By Chad Chubb, CFP®
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Student Loans: To Solve the Problem, Understand the History
Paying for College It's no secret that college students today are in a bind. To avoid the pitfalls of crushing student debt, take a look at how we got into this sticky situation, and then make some smart course corrections.
By Chad Chubb, CFP®
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High-Earning Millennials Have a Surprising Student Debt Problemcollege You might think that HENRYs (High Earners, Not Rich Yet) would be doing just fine after college, but they're in serious debt just like most other new grads. In fact, in some ways, they face a few added challenges.
By Chad Chubb, CFP®
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