What is Your Most Valuable Financial Asset?

Can you name your most valuable financial asset? Is it your house? Your IRA? Your valuable collection(s) (or collection(s) of valuables)? It might actually be one of the above, but more than likely it’s going to be your Social Security benefits. The future value of those benefits for a married couple with even an average work history can run close to 7 figures!!

Introducing Sarah Serling and Emma Church

Charter Oak is pleased to announce the addition of Sarah Serling JD, CFP® and Emma Church as associates to the firm.

How to help protect your identity when shopping online this holiday season.

Shopping online used to be a seasonal novelty activity to find special gifts during the holiday season. Today people are increasingly purchasing items they use every day. At Charter Oak’s Portland, Maine office we have even begun ordering and paying for lunch online at a number of Old Port establishments (even though we still enjoy walking to pick it up on Exchange Street). 

For perspective outside of stock and bonds we ask…..

What's New in the Housing Market for 2015?

Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has finally hit a more comfortable stride.

Question: Does money increase happiness? Answer: It's Complicated.

Its an age old question. Does more wealth lead to more happiness? Certainly society has a great deal of messaging and advertisements that claim this is true. People have tried to tackle this question for decades, and although the results have differed, one thing is certain: The relationship between money and happiness--or "well-being," --is complicated.

The Keys to Building Wealth

As financial advisors we understand that for many Americans, building true wealth might seem elusive, even illusory considering that many people, who recently were sitting on six and seven figure 401(k) plans and high home equity values, now feel uncertain about their plans for retirement.

Interest Rates: What's the Connection to Your Portfolio?


Here's how rising or falling interest rates could affect your investment strategies.


When it comes to interest rates, one thing's for certain: What goes down will eventually come up.

Planning for the New Normal Retirement

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy, which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.

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