Joe Chappius

Financial Planner

Joe Chappius is a seasoned financial professional and co-founder of UnderPar Planning. With over a decade of experience in the financial services industry, his firm specializes in helping clients align financial resources with life goals and crafting personalized strategies that optimize their financial success. 

Joe has contributed to Assurance.com and TaxClimate.com, offering his expertise on Medicare, health, life insurance, and tax planning. He brings this depth of insight into his writing, offering authoritative advice grounded in practical experience. He is currently the Head of US Market for Financer.com, where he continues to share his expertise. 

Education & Qualifications

  • Chartered Life Underwriter (CLU) Professional Designation
  • Life and Health Licensed Agent
  • Series 6, 63, and 65 Licenses, FINRA
  • Blockchain and Digital Assets Certificate, DACFP
  • Bachelor of Science, SUNY Brockport, 2012
Written by Joe Chappius
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Reviewed by Joe Chappius
Finance
7
min read

Paying Caregivers Under the Table

Learn about the risks of paying caregivers under the table and what else you need to know about hiring a private caregiver in this article.
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Finance
6
min read

Stimulus Check Update 2022: Will I Get a Check?

Learn which 19 states are sending—or have already sent—stimulus checks to taxpayers this year.
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Finance
6
min read

How to Manage the Cost of Alzheimer's Care

Learn how to pay for Alzheimer's and dementia care in this article. Understand the benefits of Medicare and Medicaid and find financial assistance programs.
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Finance
4
min read

How To Find Free or Affordable Disability Transport Services

Public transit, paratransit, and other free and low-cost services can help your loved one get to medical appointments and more. Learn more in this article.
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Finance
7
min read

Social Security Widow Benefits: What You Need to Know

Social security benefits help a surviving spouse maintain financial security. There can also be additional family members who qualify for social security benefits benefits. It's important for caregivers who are responsible for the finances of their loved to understand social security benefits as they make decisions.
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