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Blog

Bob's Client Letter – March Edition

An IRA, or Individual Retirement Account, is intended to assist you in saving for retirement. As the name implies, the account is for an...

Mar 2110 min read

The Never Ending Pursuit of Money

What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the...

Mar 173 min read

February College ED Xpress

This Month's Highlights: Pay Off Interest While in School Financial Aid Insider: Student With a Well-Funded 529 Plan? It's said that...

Feb 272 min read

Seven Ways To Be An Informed Buyer To Beat The High Cost Of A College Education

This Month's Highlights: Don't Panic! It's Just An Email FAFSA Filed? What Now? The Financial Aid Insider: Pay Less For College Starting...

Feb 204 min read

When Adult Children Move Back Home

The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and...

Feb 192 min read

5 Financial Misconceptions About Retirement

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths,...

Feb 142 min read

Take a Retirement Test Drive

When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time....

Jan 202 min read

What’s Your Financial “Why” for the New Year?

With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or...

Jan 152 min read

5 Financial Misconceptions About Retirement

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths,...

Jan 82 min read

How to Set Attainable Financial Goals for the New Year

As you take stock of your financial aspirations, consider this: how often do your goals align with your day-to-day financial behaviors? ...

Jan 68 min read

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Stay Informed With Our Latest Press Releases

Keep up to date with the latest news and updates from Wealth Planning by Bob Chitrathorn. Our press releases offer insights into our recent achievements, industry developments, and upcoming events. Stay informed about how we're making a difference in the financial planning landscape and learn more about our commitment to helping you achieve your financial goals. Check back regularly for the most recent announcements and updates.

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Bob Chitrathorn Recognized as One of Lpl Financial's Top Financial Advisors

Bob Chitrathorn, an independent LPL Financial advisor at Providence Wealth Planning in Corona, today announced his inclusion in LPL’s Director’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards select advisors with this distinction based on an advisor’s business success*.

Bob Chitrathorn Hits Amazon Best-Seller List With Success Manifesto

Bob Chitrathorn, financial advisor with Simplified Wealth Management, recently contributed a chapter to “the Success Manifesto” which hit four Amazon.com best seller lists.

Adding Value for Clients Through Customized Financial Planning

Interview by Proactive Advisor Magazine