Chartered Financial Services, LLC

10/09/2026

POV: Your coworker has known you since birth. 😂❤️

10/06/2026

Claiming Social Security at 62 isn't always a mistake, and waiting until 70 isn't always the right move. 📊 Read the blog to explore the factors that can help guide this important retirement decision.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

10/01/2026

October is Financial Planning Month, a great reminder to take a step back and evaluate whether your financial strategy is aligned with your goals. From retirement and investment planning to managing life's transitions, having a plan in place can help provide clarity and direction.

Learn more about our personalized financial planning approach: https://cfs-planning.com/financial-planning/

09/25/2026

Wondering how your 401(k) stacks up? Learn how millennial retirement savings compare and explore strategies that may help you stay on track for the future.

Read the blog to learn more. 📈

Millennials are closing the retirement-savings gap with older generations, but the headline averages mask how far behind many still are.

09/25/2026

🚨 Missing this Medicare deadline could cost you.
Medicare enrollment isn't something you want to put off. Watch this quick explanation of when penalties may apply and why timing matters.

Save this for future reference. ✅

09/24/2026

As the year begins to wind down, now is a great time to revisit your financial strategy and make sure everything is aligned with your goals.

From retirement savings and investments to taxes, insurance, and estate planning, a year-end review can help uncover opportunities and keep you on track heading into 2027.

Swipe through for a quick planning checklist ➡️
Learn more about our planning process: cfs-planning.com/financial-planning/

09/22/2026

Happy First Day of Fall! 🍁

As the leaves begin to change around us, it's a reminder that every season brings an opportunity for reflection and preparation.

Take a moment to enjoy the cooler days, colorful landscapes, and everything that makes this time of year so special. And while you're at it, consider whether you're on track for the goals you'd like to accomplish before year-end.

A little planning today can help you enjoy the seasons ahead with greater confidence.

09/18/2026

Turning 65 soon? 🎂 Medicare enrollment doesn't have to be overwhelming. In this quick video, we break down the Medicare enrollment timeline, what your options are, and what steps you need to take to stay on track. ✅

📩 Have questions about Medicare? Reach out. We're here to help!

09/17/2026

At Chartered Financial Services, we believe great financial planning starts with strong relationships.

For decades, we've helped individuals and families navigate important financial decisions with clarity and confidence. We take the time to understand your goals, your priorities, and the future you're working toward.

Whether you're planning for retirement, managing investments, protecting loved ones, or creating a lasting legacy, our focus is on developing personalized strategies tailored to your unique needs.

Because financial planning isn't just about numbers. It's about helping you build and enjoy the life you've worked so hard to create.
Learn more about our team:
https://cfs-planning.com/meet-the-team/

09/15/2026

A new school year brings new opportunities to learn, grow, and create lasting memories – and our Chartered kids are excited! Wishing all students, educators, and families a successful and rewarding year ahead as they head back to the classroom. 📚✏️