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Charter Oak strives to provide its clients with clarity and perspective.

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A man sat at a Metro station in Washington DC and started to play the violin.

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What Rising Rates May Mean for You

After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually. This leaves some people asking how rising rates can affect you as an investor.

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Using Creativity to Lower the Cost of College

New Englanders, particularly those in the Northern parts, pride themselves on their deal-making abilities and their passion to dicker over a price tag. For some, its practically the foundation of Yankee pride. In that light, we ask: why should we feel any different about paying for the cost of education?

"Mom? Dad? We need to talk..."

Caring for your aging parents, family members or friends is something you hope you can handle when the time comes, but it's sometimes the last thing most people want to think about, let alone do.

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Tariffs: What Are They and How Do They Affect Your Investments?

Trade and tariffs have become front and center in the news as of late, leaving many to wonder about what these changes mean and how these new policies will impact their investments.

What Happens if You Die Without a Will?

If you die without a will, fail to name an executor in your will or if your executor refuses or fails to serve, the probate court appoints an administrator.

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About to Become Suddenly Wealthy?

The feeling of sudden wealth is something many people experience.

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Peril or Possibility: The Many Facets of Risk

As late as the ‘90s, following the market meant looking up ticker symbols in the newspaper.

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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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