Articles by Chase Mouchet, CFP®, CIMA®

Chase Mouchet, CFP®, CIMA® is a partner and wealth adviser at CI Brightworth, focusing on helping clients prepare for life in retirement through the firm’s Retiring Well practice area. He is passionate about helping clients simplify their financial lives and maximize the impact of their wealth, particularly through charitable giving. He received his BBA in Finance and BSFCS in Financial Planning from the University of Georgia.

Phone: 404.760.9000 | Website: www.brightworth.com | LinkedIn: www.linkedin.com/in/chasemouchet/

Latest articles by Chase Mouchet, CFP®, CIMA®

A retired woman sitting on her couch pays bills from her computer.

Retirees: Here’s How to Pay for 5 Common Expenses and Cut Your Taxes While Doing It

tax planning With tax planning still fresh on the minds of many retirees following the tax deadline, here are five tax-savvy ways to pay for expenses throughout the year that could save hundreds or thousands of dollars in taxes.

tax planning

Financial Advice for Worried Airline Pilots Right Now

careers Furloughs, job cuts and early retirement are on the minds of many pilots. Now is the time for them to get their finances in order.

By Chase Mouchet, CFP®, CIMA®

careers
A Down Market Presents Charitable Giving Possibilities

retirement Stocks are down since the coronavirus hit, but that doesn't have to present a hurdle for charitable giving. In fact, with the CARES Act, opportunities for giving from your investment portfolio could be better than ever.

By Chase Mouchet, CFP®, CIMA®

retirement
Your 401(k) Can Help Those in Need After You've Retired

retirement Saving money in a 401(k) or an IRA is a great way to save on taxes while you build a generous legacy for your favorite charity.

By Chase Mouchet, CFP®, CIMA®

retirement