362 Hawthorn Lane
Winnetka, IL 60093

LinkedIn

Robert M. Cheney, CFA, CFP®

650.233.9122

 

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

 

Related Content

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.