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Chad Chubb, CFP®

Chad Chubb, CFP®

Founder, WealthKeel LLC

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

Strategies for Roth IRAs You May Not Have Thought Of (Yet)
A man has a surprised but pleased look on his face.
Roth IRAs

Strategies for Roth IRAs You May Not Have Thought Of (Yet)

Most people think of the obvious tax benefits Roth IRAs offer, but these accounts have some less-obvious advantages that savvy savers – whether young …
September 27, 2021
6 Financial Moves to Make When the Market Goes Down
A man yells as illustrated arrows come out of his ear.
investing

6 Financial Moves to Make When the Market Goes Down

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 p…
August 25, 2021
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
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estate planning

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

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…
July 28, 2021
Things to Consider Before You Refinance Your Mortgage
A couple sit on the steps of their home.
mortgages

Things to Consider Before You Refinance Your Mortgage

With mortgage rates hovering near all-time lows, refinancing is on many homeowners’ minds right now. Are you a good candidate?
February 16, 2021
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5 Time-Tested Tactics in Bear Markets
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investing

5 Time-Tested Tactics in Bear Markets

Investors have been through the wringer since March. These five tips will serve them well going forward.
August 24, 2020
Do You Qualify for a $300 Tax Deduction Under the CARES Act?
A woman with several question marks above her head.
tax deductions

Do You Qualify for a $300 Tax Deduction Under the CARES Act?

What is the new above-the-line universal tax deduction, and how does it work?
August 23, 2020
A Financial Crash Course for Those Getting Married
retirement

A Financial Crash Course for Those Getting Married

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.
March 20, 2020
What Do You Need to Budget for a Baby These Days?
spending

What Do You Need to Budget for a Baby These Days?

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, bu…
March 2, 2020
How to Build Your Wealth in Your 40s
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retirement

How to Build Your Wealth in Your 40s

Retirement is still years away, but it's closer than you think. This is the decade to get your financial ducks in a row.
January 21, 2020
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How to Build Your Wealth in Your 30s
retirement

How to Build Your Wealth in Your 30s

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 …
January 20, 2020
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3 Vital Financial Planning Stages for Gen X & Gen Y
retirement

3 Vital Financial Planning Stages for Gen X & Gen Y

You may think you’re too young (or poor) to start working on a retirement saving plan, but actually now is the perfect time.
October 31, 2019
A Forgotten First Step in Wealth Creation: Emergency Funds
A woman with a Post-It Note on her forehead that reads, "Don't Forget."
retirement

A Forgotten First Step in Wealth Creation: Emergency Funds

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.
July 8, 2019
Student Loans: To Solve the Problem, Understand the History
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Paying for College

Student Loans: To Solve the Problem, Understand the History

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 s…
June 10, 2019
High-Earning Millennials Have a Surprising Student Debt Problem
college

High-Earning Millennials Have a Surprising Student Debt Problem

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 …
May 29, 2019