Chesapeake Investment Planning, LLC

Chesapeake Investment Planning, LLC In 2009, Todd created Chesapeake Investment Planning with the express purpose of preserving that increasingly elusive personal client relationship.

With his more than 20 years’ experience in the financial industry, Todd is quite adept at financial development, investment management, and insurance planning. His passion for helping his clients create a path to financial independence rests at the heart of Chesapeake Investment Planning’s mission. Todd’s idea was quite simple: To create a Wall Street-competitive company while retaining a hometown

touch. With this philosophy—coupled with our outstanding team members who share more than 50 years of combined experience—Chesapeake Investment Planning is striving to rise to the top of the financial advising community while providing that personal touch that our clients need and want. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org
www.sipc.org. The registered representatives associated with LPL Financial may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.

09/09/2026

The Marcus Aurelius people-pleasing paradox: we love ourselves most, yet hand the final verdict to others. Why?

📌 Most families think they have until next June to file the FAFSA.For a lot of state and school aid, that's already too ...
09/09/2026

📌 Most families think they have until next June to file the FAFSA.

For a lot of state and school aid, that's already too late.

FAFSA for the 2027-28 school year is set to open on October 1.

The federal deadline runs through June 30, 2028, but most states and colleges set their own deadlines, some as early as January, and aid is often awarded on a first-come, first-served basis.

File in October, and you're near the front of the line. Wait until spring, and the aid you were counting on may already be spoken for.

Tip: Create your FSA ID at StudentAid.gov before October 1 arrives, ahead of the day-one rush.

If you have a student applying to college this year, make a note in your calendar.

09/08/2026

If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years. Here are some questions worth asking.

09/07/2026

The person you retire with matters. But from a financial standpoint, where you retire may matter even more.

A long weekend gives us space to step back from work and reflect on the life we are building.We honor the work our clien...
09/07/2026

A long weekend gives us space to step back from work and reflect on the life we are building.

We honor the work our clients have done to build what they have. And we help make sure it actually serves their lives.

🗽 Wishing you and your family a meaningful Labor Day weekend.

09/05/2026

Having retirement dollars mainly in traditional savings plans can handcuff older workers.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/04/2026

The latest issue of Market Month is available.

09/03/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

09/02/2026

Learn how Roth conversions work, when they may make sense, and how taxes, RMDs, Medicare premiums and withdrawal rules may affect your retirement plan.

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Stevensville, MD
21666

Telephone

+14432493514

Website

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