Here are some things to consider as you weigh potential tax moves between now and…
Today is Valentine’s Day – February 14th 2018
HAPPY VALENTINE’S DAY – to you and all of your loved ones from all of us at Chesapeake Financial Advisors.
Celebrate and embrace your life; no one will care as much about your journey in life as you – so share with us what that looks like so we can enjoy – along with you in achieving that goal.
This is the time to take note of what is going on financially for you and your family. Here are just a few things to think about:
- Where have you been?
- What have you been doing?
- Does it seem right for your future goals?
- What are your most important goals now?
- Are they short term or long term goals? Maybe they are a bucket list to be accomplished over time.
We have clients from many walks of life and those that have traveled before us through this maze of “how do I retire” to “Oh no – I am now retired.” One answer is not right for everyone.
WE HAVE AN EXPERIENCED TEAM THAT OFFERS THE ABILITY TO ANSWER THOSE QUESTIONS – so please don’t hesitate to call and allow us to assist.
Chesapeake Financial Advisors is a fee-only financial planning, investment advisory and tax planning firm with offices in Towson, Bel Air and Columbia, Maryland.