Chesapeake Financial Shares, Inc., the parent company of both Chesapeake Bank and Chesapeake Wealth Management, reported earnings for the calendar year 2024 of $11,427,860, ...

Getting married is a big event involving many family and friends, so obviously planning a wedding can be stressful. Also, ...

Financial planning begins with goal setting ... Investopedia's 10 Rules of Investing by picking up a copy of our special issue print edition. An emergency fund is essential for covering unexpected ...

NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.

If you struggle with money — or you have a specific goal to save money going into the new year — following a budget can help ...

"By taking a client-first approach, they are better able to position their clients for success and create meaningful financial planning strategies that incorporate the most appropriate products ...

Please put “Fix My Portfolio” in the subject line. Could you give me an opinion of my interaction with a certified financial planner (CFP)? I’m trying to decide whether to move on with him ...

The financial literacy class has been so popular that Westwood is planning to unveil an advanced version of the class starting in fall 2025. This story was produced by the Globe’s Money ...

Emma Sterland, chief financial planning director at UK wealth management firm Evelyn Partners said: ‘There have obviously been changes announced at October’s Budget that will alter plans for some, but ...

Tax planning is a crucial component of personal finance, enabling taxpayers to minimize liabilities while complying with legal obligations. With significant changes introduced by the recent ...

As 2024 comes to a close and we step into 2025, there’s a palpable energy around financial planning during this time of year. With the new year just beginning, many will set fresh resolutions, a ...

Joshua Gerstler, chartered financial planner at The Orchard Practice, says it is important to get a good grip on your expenditure and know where your money is going. He explains: “You need an ...