Charpentier Wealth Strategies

Why is Social Security’s fiscal health so weak? And is it really going broke? We explore here. https://buff.ly/3hPjBQV #financialplanning #retirementplanning #KernCounty

Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision about our memorial service or the handling of our remains. A letter of instructions can help you accomplish that goal. https://buff.ly/39aUbt1 #financialplanning #estateplanning #Bakersfield

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Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. https://buff.ly/3hu2rbv #financialplanning #Bakersfield

How do you decide whether to take a pension in a lump-sum or annuity payments? We discuss in this vlog - watch here to learn more. https://buff.ly/34gnbhO #financialplanning #KernCounty