Chesapeake Financial Planners https://validator.w3.org/feed/docs/rss2.html Home Resources How Advisors Can Start Treating AI Like a Tool, Not a Threat Crypto Is Now Mainstream. Investors of All Ages Are Diving In. How FAs Can Help Downsizing Clients Face Rising Home Repair Costs Could Trump’s $1K Retirement Accounts for Babies Replace Social Security? What the Experts Say I’m 63 with $1M in stock. I pay my adviser 1% – but I’m only getting a 7% return. Is it time to find a new adviser? Parents Are Reporting Over $300 In Surprise Charges From Kids—Here’s How To Stop It 7 Best Investments During a Recession 7 Assets to Leave Out of Your Roth IRA, From a Financial Planner I’m a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress Why 2026 Is the Year to Rethink Your College Savings Strategy The Great Wealth Transfer: Strategies To Retain Next-Gen and Female Clients Business Credit Card or Business Loan: How to Know Which One Your Business Actually Needs 5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner A $100K Social Security Cap Proposal: What to Know and How to Protect Your Retirement How to buy silver coins or bars: A step-by-step guide Nine in ten older US workers say inflation is reshaping their retirement plans Your Old Pokémon Cards Could Actually Be a Lucrative Investment When business equity becomes a liability, not an asset How FAs Can Help Downsizing Clients Face Rising Home Repair Costs ‘Don’t over-improve.’ When it comes to home renovations, advisers say to budget this much per year … or consider moving Manual vs. automated budgeting: Which one actually works best? These 7 Investment Behaviors Hurt Retirees the Most, But It’s Not Too Late to Change Your Ways ‘Is that enough?’ I have $1M in a Roth and a $600K home. I’d like to give it to a single heir, but will that be enough to provide financial security? Business owners should hit these milestones before looking to sell Mastering Succession: How Mid-Career Advisors Can Secure Their Legacy Workers Want Help Managing Their Money. Should Employers Step In? 7 Tax Blunders to Avoid in Your First Year of Retirement Crypto Is Now Mainstream. Investors of All Ages Are Diving In. AI for Advisors: Stop Treating It Like a Threat and Start Using It Like a Tool 35% of Gen Z homebuyers are single women, research shows. Here’s why they need an estate plan Why one job no longer cuts it for millennials, Gen Z Why Incorporate In Delaware? Benefits And Considerations I’m a Retirement Planner: 3 Categories Wealthy Retirees Spend the Most on During Year One How you can still save thousands of dollars on college tuition Our New Health Plan Offers an HSA. Is the Triple Tax Benefit Worth the Hassle of Saving Decades of Receipts? Inflation Is Spiking: Is It Time to Buy I-Bonds Again? With Inflation On Rise, I Bonds Are Luring Investors Again The financial planning consequences of selling your business too early Most people make this retirement mistake. You might still have time to fix it. Steal these smart analogies to simplify planning for clients Mamdani’s $12 Billion Debt Wipeout Plan Has a Lesson for Your Finances 5 Ways Moving to a Low Cost-of-Living Area Can Cost You More Why Advisors Are Betting on AI Infrastructure Over Apps Want a Hot Pre-IPO Company in Your Portfolio? Proceed With Caution Interview with Jeff Judge CFP®, AEP®, ChFC®, CLU®, Managing Partner, Chesapeake Financial Planners High-Earning New Yorker? You’re Probably Overpaying State Income Tax Executive Compensation Packages: Tax Planning Tips For High-Net-Worth Individuals How to Help Grown Children and Aging Parents With Tough Talks