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Struggling to understand & navigate financial planning information? Our blog can help you. From ideas from the industry to emerging trends, you can read about them all here. So keep checking in. And don't forget to call our office at (443) 249-3514 for answers to specific questions. We're here to help you achieve your financial goals.

 

Monday, December 4, 2017

https://youtu.be/szQEI4yihIk

 

Thursday, November 30, 2017

Required minimum distributions (RMDs) are mandatory minimum annual withdrawals from a traditional IRA, simplified employee pension plan or a simple IRA that typically must start when the account holder turns 70½. Failure to do...

 

Monday, November 27, 2017

https://youtu.be/21fXaar9NZc

 

Tuesday, November 21, 2017

https://www.youtube.com/watch?v=o7NTlduwjN0

 

Thursday, November 2, 2017

Do you know what you are paying? The experts at Chesapeake Investment Planning did the research for you! Firm Advisory Fees Average Fund Fee Total Fee Ameriprise 1.75-3.0 .50 2.25-3.5 UBS 2.5 .44 2.94 Morgan Stanley 2-2.5 .42 2.42-2.92...

 

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Thursday, November 2, 2017

Saving for your child’s college education has been an increasingly pressing issue given the increase in tuition and other higher education costs. To address this, there are several types of college savings plans available today....

 

Thursday, October 12, 2017

Certificates of deposit, more commonly known as CDs, have been a long-time staple in financial portfolios. A CD is a contract between a bank and an investor where the investor agrees to deposit money into their account for a set period...

 

Monday, September 18, 2017

Life insurance comes in two primary types: term and permanent. Term life insurance assumes the risk that the policyholder will die during the policy’s term—typically between 10 and 30 years—and, therefore, the...

 

Tuesday, August 29, 2017

Many people erroneously think that financial planning is something to start when nearing retirement; however, the younger you are when you begin development of a financial strategy for your future, the more successful you will likely...

 

Thursday, August 24, 2017

What Do I Need? Financial Advisor, Accountant, or Both? There comes a time in most families’ financial planning when it’s necessary to seek advice and assistance from the experts. When searching for fiscal guidance for...

 

Monday, August 7, 2017

What is the Financial Planning Process? There are commonly six steps to the financial planning process that are used by the majority of financial planners when developing plans for their clients; however, these steps can also be used...

 

Monday, July 31, 2017

Fee-Based and Commission-Based Accounts - What are the Advantages and Disadvantages of Each? You encounter many important decisions when evaluating your finances. Among these is deciding how you want to access and monitor your...

 

Wednesday, July 19, 2017

Thrift Savings Plan (TSP) A Thrift Savings Plan (TSP) is an investment retirement savings plan that benefits current and retired federal employees and military members. Established by Congress through the Federal Employees’...

 

Monday, May 1, 2017

Do you have question about what TSP allocation you should choose? We're here to help. Chesapeake Investment Planning is your local independent financial advising firm. Several Plans are available Active and retired Military receive a...

 

Monday, May 1, 2017

Are you confused about Medicare? Part A, Part B, Part D. What does all this mean? If you are getting ready to turn 65 now is the time to start applying. At Chesapeake Investment Planning we're here to help. We can discuss all the...

 

Friday, March 24, 2017

http://finance.yahoo.com/news/megan-penn-chesapeake-investment-planning-190600706.html

 

Friday, March 17, 2017

Find the Right Financial Advisor Choosing the right person to help you manage and grow your assets is crucial to your financial success. Certainly, depending on your level of personal expertise and financial objectives, you could do...

 

Thursday, March 9, 2017

Recently, QACTV visited Chesapeake Investment Planning to learn more about our financial advisory & investment services. QACTVHi there we're here with Todd and Todd's with Chesapeake Investment Planning. How are you? ToddGood, it's...

 

Thursday, March 9, 2017

Independence is important when choosing a financial advisor. You're not a number or a voice on the other end of the phone. We talk about things that are most important to you; family, community, work and pastimes. We ask the important...

 

Thursday, March 9, 2017

When should you talk to a financial advisor? Most people don't realize that major life events changed the way we live our daily lives. That's like gettingmarried, having a child, going through a divorce, changing jobs, retiring or...

 

Thursday, March 9, 2017

Are you retired or planning to retire? Have you recently changed jobs or careers? Do you know what to do with your old retirement account? Whether it's a 401k, 403b, 457, thrift savings plan, simple or sep IRA we can help. At...

 

Thursday, March 9, 2017

Have you ever talked to a friend or family member about a great experience you had? Maybe about your favorite restaurant or your favorite dish or maybe about your favorite resort or vacation place. Have you ever thought about all the...

 

Thursday, January 26, 2017

In recent months there has been a great change in the way financial institutions have valued their clients. Your account value has become one of the main factors in determining your client value. Ask yourself this are you a client or...

 

Thursday, January 26, 2017

Financial awareness in 2017. Retirement Social security Long-Term Care We're local & here to help. Call us or contact us online today.

 

Thursday, January 26, 2017

Why should you talk to a financial advisor? Like most people 24 hours doesn't seem like enough time in a day to get everything done. And finding time to figure out your financial situation is probably last on your list of things to do...