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Lump sum pension payouts: Should you take the money and run

In 1976, the Steve Miller Band sang an iconic song about two people named Billy Joe and Bobbie Sue.

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Financial Literacy: One of the Best Gifts Your Child Can Receive

Learning to live within your means and save for the future is empowering and impactful.

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What Lies Ahead for Markets in 2018?

In a little more than a year the Dow Jones Industrial Average (DJIA), what most people refer to as “the market”, has risen 6,000 points or roughly 30%.

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We have an account in your name

As advisors with vision for a broader perspective, Charter Oak remains committed to reminding clients why they invest. We believe in investing for a return on life.

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Unplug...your life is waiting

Almost everything will work again if you unplug it for a few minutes, including you.

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Working (Even Part-Time) in Retirement: What You Need to Know

If you or anyone you know is thinking about working part time in retirement, there are some very important points to consider.

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Growing and Giving in the Month of June.

We are proud to announce our newest addition to the Charter Oak team, Virginia Skevington. Virginia will support the firm’s internal and externalrocesses, enhancing the “red carpet” client experience.

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Helpful Information to Share with Caregivers

What it means to be a financial caregiver for your parents.

There are many transitions on the journey of life. In some, we find ourselves in roles we did not expect to play. Increasingly, we are entering a time when people are finding themselves in various capacities providing care to a friend, family member or loved one.

How to Have Meaningful Conversations About Money

Passing wealth of both large and small sums to future generations is an important part of financial planning and yet so few families do that well, even when they have all of the proper documents crafted and in place.

The 5 Biggest Regrets

Some of the most important conversations we have with clients revolve not around numbers or performance but rather “life beyond investment returns.” These are the big picture conversations that help bring organization and purpose around what is important in our clients’ lives.

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