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.

Read More

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.

Read More

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.

Read This Before You Head to Logan Airport

If you don't like the weather in New England now, just wait a few minutes.

It’s been a mild winter so far, yet many of us have plans to travel south.

At this Time of Year

At this time of year, our thoughts turn gratefully to those who have made our progress possible. During this season of reflection and goodwill we are grateful for the opportunity to pause and express our appreciation to clients like you and your family.

Post-Election Thoughts

On January 20th, 2017, Donald J. Trump will put his hand on a Bible to take the oath of office and become the 45th President of the United States. Depending on your political persuasion, just thinking about that might make you feel giddy, nauseous, or perhaps something in between.

Medicare Misconceptions

The more you know about Medicare, the better decisions you can make related to it – and that can improve the condition of both your health AND your wallet.

Some of the Best Advice We Can Give You

Despite a few bumps in the road, the markets have been quite positive over the last twelve months. Since last September, the S&P 500 (a measure of the largest 500 publicly traded companies in the US) is up in value roughly 13%.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2019 All rights reserved