Norma E. Finkner, CFP, EA

 Chesapeake Financial Planning & Tax Services provides personalized financial services to our clients to help them reach their goals and objectives.  Our creative, seasoned approach is to make sure that we completely understand you and your life goals.  Understanding you is our most important priority...... the solutions follow.

 

 

*For the latest AIG news please visit our "AIG in the news" tab on the right side of the screen under the "About us" section*

 

 

 

 

 

 

 

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with AIG Financial Advisors, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor AIG Financial Advisors, Inc. makes any guarantee as to the accuracy or completeness of this information

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

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