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Monday, October 19, 2020

Pension Lump-sum or Annuity? from Milan Torres on Vimeo.

Friday, October 2, 2020

“Downsizing” is a word that no one likes to hear or say. If you’re the deliverer, that means your company is likely going through an economic rough patch. If you’re the receiver, you know that your lifestyle...

Friday, August 21, 2020

Women often face special challenges when planning for retirement. Because their careers may be interrupted more often to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in...

Thursday, August 20, 2020

We’ve all been experiencing a lot of changes lately, but questions surrounding Social Security are nothing new. In the past, the uncertainty has been about its funding (we address that in this video: CLICK HERE), but with recent...

Tuesday, August 11, 2020

Is Social Security Going Broke? from Milan Torres on Vimeo.

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Wednesday, June 10, 2020

Finding purpose and giving back to the community is a big part of our focus at Charpentier Wealth Strategies. That’s why I’m thrilled to highlight an organization right here in Kern County: JJ’s Legacy, a non-profit...

Friday, May 29, 2020

In my last blog post, I talked about a cause that I’m passionate about. Now, it’s time to talk about YOU and what you love to do. Here’s the thing: Retirement isn’t just about the money. It’s also about...

Friday, May 1, 2020

Let’s be honest; financial advisors are not always known for letting down their guards and inviting people to get to know them personally. But I feel like if I want to have a personal relationship with my clients, the...

Wednesday, April 15, 2020

For this blog post, we asked local realtor Tami Workman how the current crisis is affecting how people buy and sell homes. For more about Tami, please read her bio at the end of this piece. The current crisis certainly affected the...

Tuesday, March 31, 2020

With the onset of the coronavirus and the uncertainty of the stock market, many investors are feeling on edge. But I have good news for you: we’ve been here before. While the details are different, a fluctuating stock market is...

Tuesday, March 31, 2020

I was not always the financial professional you see before you. In fact, there was a time when I didn’t know a retirement plan from a checking account. I was not raised in a home where money was discussed, which made the options...

Tuesday, February 18, 2020

In previous blog posts, I’ve talked about my passion for working with the organization Under His Umbrella and how the mission trips I’ve taken to Rwanda have not only affected my life, they’ve changed how I help my...

Wednesday, February 12, 2020

There are two words that strike fear into the heart of every American: tax season. And, unfortunately, I can’t sugarcoat it for you – tax season isn’t fun for anyone. What I CAN do is help you make the most of your...

Thursday, January 30, 2020

There is a HUGE misconception out there that only the rich use financial advisors. The truth is that anyone at an any age can benefit from professional financial advice and the great news is that there are many options for you to...

Monday, January 6, 2020

As a financial advisor, I’ve gotten pretty good at not only looking at the numbers but looking at life as a whole. And that’s not just something I do with my clients; I practice what I preach and find ways to make my own...

Thursday, November 7, 2019

When it comes to retirement, most people are familiar with the “planning” part and less familiar with the “spending” part. Yes, you read that correctly: Retirement spending is also a factor in retirement...

Friday, September 20, 2019

Chances are you might have heard that open enrollment is upon us; from November 1st through December 15th, you have the option of changing your benefits. Again, you might already know that. But do you really know what that means? Many...