Michael Stacy, Financial Services Representative, Charter Oak Financial

07/05/2019

You are the Money Maker. Make sure you protect your ability to earn an income.
http://bit.ly/2DKunlK.

07/02/2019

Our new Coverpath platform can help you determine the coverage you need and get a personalized quote in under a minute. Apply online with our easy self-service application and, in some cases, get an immediate coverage decision. Get started at https://coverpath.massmutual.com//?fg=Michael-Stacy-602319.

06/28/2019

Trading a life insurance policy for a long-term care policy? Check out this article to learn about 1035 exchanges in your state: bit.ly/2F9DnEN.

Swapping life insurance for long-term care options can be a possibility.

06/26/2019

Start getting your finances into shape by applying for life insurance with MassMutual's Coverpath platform. Get a free quote and fill out an online application at https://coverpath.massmutual.com//?fg=Michael-Stacy-602319.

06/24/2019

Let’s talk about saving for retirement by reviewing one of the most common savings vehicles: the 401(k).

Let’s talk about saving for retirement by reviewing one of the most common savings vehicles: the 401(k). This video was created by Society of Grownups, which...

05/23/2019

Had a blast celebrating with my colleagues and supporting the mission to end child poverty around the world! Head over to our firm’s page Charter Oak Financial to see how you can join in on the spirit of the campaign’s mission.

02/23/2019

This article explores the connections between the new tax law and Roth IRA conversions in 2019.

Today’s federal income tax rates might be the lowest you’ll see for the rest of your life.

02/18/2019

Check out 5 things you can do now to help your grandchild.

As a grandparent, you have options for providing support for grandchildren and lending assistance to parents.

02/14/2019

These are the 10 most important questions you can ask your retirement financial advisor.

These are the 10 most important questions you can ask your retirement financial advisor. You've worked hard for your retirement nest egg and you want to make sure your retirement financial planner is working hard for you. Ask these 10 retirement specific questions to see if they are a good fit.

02/11/2019

8 Things Financial Advisors Wish You Realized About Retirement

Three in five Americans are very likely to work longer than they’d like to meet their personal retirement goals, according to a recent study. And that's not the only retirement surprise in store. Here's what planners wish you knew.

01/08/2019

Check out this article from a pension plan provider’s primer on risk

How should an employer evaluate its pension plan to determine the right course of action?

01/04/2019

Want to know ways to increase the value of your business? Check out this article:

Three keys to maximizing the value of your business in preparation for a sale.