When inheriting a traditional IRA in a non-spousal relationship, you have different options based on the age of the original account holder of the traditional IRA. If the account holder was under 70 1/2 you have three options: Life Expectancy Method:…
Looking for an easier way to deposit checks into your Schwab account? Charles Schwab now has Schwab Mobile Deposit. You can deposit checks wherever you are with their mobile check deposit service. You can make deposits to your eligible Schwab…
Yesterday, we closed our offices so our team could attend a one-day Charles Schwab conference. This conference offered us so much new and exciting information. Your experience with Chesapeake Financial Advisors and with Charles Schwab will improve greatly – now…
Retirement is one of the biggest experiences that you will have in your lifetime. The planning takes many years of hard work and persistence. The headaches and uncertainty can be reduced with homework, investment plan, and a long term commitment.…
How does no more PINs and no more personal questions sound? Schwab has introduced a new voice ID service that allows you to access your Schwab accounts by saying, “At Schwab, my voice is my password.” The new technology uses…
Is your mailbox overflowing? Do you want a more secure delivery system than having your paper statements sitting in the mailbox for anyone to steal? How about saving a few bucks on equity trade transaction fees? It’s all available via…
Chesapeake Financial Advisors & Charles Schwab offer automatic downloads of your tax forms. Schwab changed the 2016 mailing dates for the 1099 Composite and Year-End Summary tax report. This change was implemented due to an increase in the number of…
Maintaining the strongest possible security standards for your sensitive data is one of our highest priorities at Chesapeake Financial Advisors. As part of our ongoing effort to this standard our clients can now create longer, more complex passwords when accessing their…