Charter Oak Wealth Partners

Charter Oak Wealth Partners Registered associates of Charter Oak Wealth Partners are registered representatives of Lincoln Financial Advisors.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Charter Oak Wealth Partners is a marketing name for registered representatives of Lincoln Financial Advisors.

7 things everyone can do to improve their mental health
09/30/2022

7 things everyone can do to improve their mental health

There’s no magic method to improve your mental health, but there are things you can do to take care of it. Here are 7 of them...

What to look for in a disability insurance policy
07/11/2022

What to look for in a disability insurance policy

Income protection insurance will keep your paycheck working, even when you can’t. Here are five key features of an individual disability insurance policy that can protect you and your family.

Speeding toward retirement? It's time to consult your financial GPS
07/08/2022

Speeding toward retirement? It's time to consult your financial GPS

Take these turn-by-turn financial planning instructions to heart as you near retirement.

Here's how to safeguard financial documents in case of a natural disaster
07/07/2022

Here's how to safeguard financial documents in case of a natural disaster

If disaster strikes, do you have your important financial documents safeguarded in case you need to leave your home in a hurry? Here’s what you’ll need.

Americans can expect to pay a lot more for medical care in retirement
07/06/2022

Americans can expect to pay a lot more for medical care in retirement

A short-term rise in health-care inflation can add costs over the long run.

2022 has been a dangerous time to retire - here's what you can do about it
07/05/2022

2022 has been a dangerous time to retire - here's what you can do about it

Stocks and bonds are down, and high inflation means retirees may need to draw more from their investments for income. But there are ways to manage these risks.

Feeling behind on retirement savings? These tips can help you make up for lost time
07/04/2022

Feeling behind on retirement savings? These tips can help you make up for lost time

Saving for retirement may seem like a daunting goal. But moves you make to save more now can help you live more comfortably later on.

54% of teenagers feel unprepared to finance their futures, survey shows
07/01/2022

54% of teenagers feel unprepared to finance their futures, survey shows

Some 54% of teens are worried about affording higher education, according to a survey from Junior Achievement USA and Citizens Bank

Estate planning 101: the earlier you start, the better
06/30/2022

Estate planning 101: the earlier you start, the better

Regardless of age and wealth, virtually everyone should consider how they want their assets distributed upon their death.

3-step midyear money checkup to help keep your finances on track
06/29/2022

3-step midyear money checkup to help keep your finances on track

With the volatility that the markets have experienced over the past few months, it is more important than ever to focus on what you're able to control.

Here are some tips to help stay on track with your financial goals amid choppy markets
06/28/2022

Here are some tips to help stay on track with your financial goals amid choppy markets

A bear market is looming while the Federal Reserve is poised to raise interest rates. Here are the money moves experts say you may want to consider.

Here's what to know about creating a special needs trust
06/03/2022

Here's what to know about creating a special needs trust

It's imperative that families shelter assets in special needs trusts to ensure impaired loved ones do not lose life-saving government financial support.

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350 Church Street, Suite 200
Hartford, CT
06095

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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