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

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 | Kiplinger 07/11/2022

What to look for in a disability insurance policy

What to Look for in a Disability Insurance Policy | Kiplinger 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 | Kiplinger 07/08/2022

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

Speeding Toward Retirement? It’s Time to Consult Your Financial GPS | Kiplinger Take these turn-by-turn financial planning instructions to heart as you near retirement.

Create a Financial Plan for Natural Disaster | Kiplinger 07/07/2022

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

Create a Financial Plan for Natural Disaster | Kiplinger 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

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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.

Why 2022 has been a dangerous time to retire — and 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

Why 2022 has been a dangerous time to retire — and 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

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

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 do’s and don’ts, what to expect to pay and what your options are 06/30/2022

Estate planning 101: the earlier you start, the better

Estate planning 101: the do’s and don’ts, what to expect to pay and what your options are Regardless of age and wealth, virtually everyone should consider how they want their assets distributed upon their death.

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

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

Follow this 3-step midyear money checkup to 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 stay on track with your retirement and short-term goals amid choppy markets 06/28/2022

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

Here are some tips to stay on track with your retirement and short-term 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.

Creating a special needs trust? Here are the costs, what you need to know and who to use 06/03/2022

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

Creating a special needs trust? Here are the costs, what you need to know and who to use It's imperative that families shelter assets in special needs trusts to ensure impaired loved ones do not lose life-saving government financial support.

Why Are Gas Prices Still Going Up? | Kiplinger 06/02/2022

Why are gas prices still going up?

Why Are Gas Prices Still Going Up? | Kiplinger The cost of a gallon of gas is at an all-time high. What’s driving the surge and will gas prices go down anytime soon?

11 Best Things to Keep in a Safe Deposit Box | Kiplinger 06/01/2022

11 best things to keep in a safety deposit box

11 Best Things to Keep in a Safe Deposit Box | Kiplinger These valuables and documents, along with some items you hold dear, should be stored securely at your bank.

A Beginner’s Guide to Intuitive Calendar Management 02/13/2022

A beginner's guide to intuitive calendar management

A Beginner’s Guide to Intuitive Calendar Management Entrepreneurs and business professionals have a lot on their plates. There are forms to sign, meetings to attend, and a work-life balance that’s always teetering on edge. But, while the...

What to Do When a Family Member Needs a Guardian | Kiplinger 02/07/2022

What to do when a family member needs a guardian

What to Do When a Family Member Needs a Guardian | Kiplinger Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.

4 simple ways to boost your retirement savings right now 01/07/2022

4 simple ways to boost your retirement savings right now

4 simple ways to boost your retirement savings right now Sometimes the smallest and easiest moves can make the biggest difference in the long run.

Timeline photos 01/07/2022

Legacy planning is dynamic. Not “set it and forget it.” It’s an important talk you should have with your financial professional every year. Read more. https://visit.lfg.com/3ILMR8n

Companies are opening digital headquarters in the metaverse where employees can 'return' to work 01/06/2022

Companies are opening digital headquarters in the metaverse where employees can 'return' to work

Companies are opening digital headquarters in the metaverse where employees can 'return' to work If you can't meet in person, why not in the metaverse?

Despite Big Social Security Changes in 2022, This Rule Will Stay the Same -- and It Could Cost You | The Motley Fool 01/06/2022

Despite big Social Security changes in 2022, this rule will stay the same -- and it could cost you

Despite Big Social Security Changes in 2022, This Rule Will Stay the Same -- and It Could Cost You | The Motley Fool Many Social Security numbers adjust each year -- but not this one.

3 Questions to Ask Before You Take a Pension | Kiplinger 01/05/2022

3 questions to ask before you take a pension

3 Questions to Ask Before You Take a Pension | Kiplinger As retirement approaches and you must decide whether to take pension payments or a lump sum, the first very important question to ask is this: How safe is my company’s pension plan?

4 Real Estate Tax Tips to Consider in 2022 | The Motley Fool 01/05/2022

4 real estate tax tips to consider in 2022

4 Real Estate Tax Tips to Consider in 2022 | The Motley Fool Are you gearing up for the 2022 tax season? If so, you don't want to miss out on these tax benefits.

The 5 best business books of 2021 12/10/2021

The 5 best books of 2021

The 5 best business books of 2021 Including some of the biggest revelations in print about business from Silicon Valley to Wall Street.

Traditional IRA Basics: 10 Things You Must Know | Kiplinger 12/09/2021

Traditional IRA basics: 10 things you must know

Traditional IRA Basics: 10 Things You Must Know | Kiplinger A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.

Sandwich Generation: How Do You Decide Whose Needs Come First? | Kiplinger 12/08/2021

Sandwich generation: How do you decide whose needs come first?

Sandwich Generation: How Do You Decide Whose Needs Come First? | Kiplinger Your parents need your help right now, and so do your adult kids. But what about saving for your own retirement? If you’re stressed and stretched, it’s time to prioritize. Here’s where to start.

Timeline photos 11/22/2021

Adding a variable universal life insurance policy to your financial plan offers tax-advantaged protection that can help protect the legacy you’ve built. https://visit.lfg.com/3vxEOoo

8 Things You Can Do Today to Stop Stressing About Money 11/20/2021

Addressing your financial stress head-on with actionable goals is the best way to help minimize it.

8 Things You Can Do Today to Stop Stressing About Money A little stress is a good thing. It keeps us on our toes, challenges us to improve and can even lead to healthier brain function. A life without any stress at all would be pretty boring. But when i…

Smart Money Moves to Make Before Year End | Kiplinger 11/19/2021

You can take action now to potentially enhance your finances in 2022

Smart Money Moves to Make Before Year End | Kiplinger You can take action now to lower your taxes, save money and enhance your finances for 2022.

11/19/2021

The growing gap between health spans and life spans makes long-term care
planning increasingly important. Dr. Ken Dychtwald shares his insights on what you can do to plan ahead for your future. Join him for a webinar you can’t afford to
miss.

The New Long-Term Care Equation: The Changing Roles of Money, Health, Family and Dignity Tuesday, November 16, 2021 at 05:00 PM Eastern Standard Time.

Timeline photos 11/19/2021

How confident are you about your retirement savings? The results of the 2021 Lincoln Retirement Power® Study show that successful savers have four key behaviors. Adopt these habits to put yourself in the driver’s seat on the road to retirement. https://bit.ly/3BJ6KZT

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