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On episode 3 of the Du Charme Wealth Management Podcast, Branden and guest Chantry Abbott cover a wide range of financial topics that will leave you informed and inspired. They delve into mortgage lending, credit card usage, homeownership, and financial safety. Learn about responsible credit management, analyzing bank statements for
On episode 2, Branden invites Alex Varner to delve into the dynamic realm of economics and investments. Get ready to explore the positive outlook on the macroeconomic environment and the crucial factors to keep an eye on, such as GDP, productivity, inflation, and interest rates. Discover the potential impact of
On the first episode of Du Charme Wealth Management Podcast, Branden DuCharme is joined by Carisa Bertrand , a wealth management advisor and new team member at Du Charme Wealth Management. Together they shed light on the importance of comprehensive financial planning for entrepreneurs. They stress the need for tax
Did you know an estimated 24.3 million 401(k) accounts and $1.35 trillion in assets have been left behind by job changers1. Have you ever left a job that had a Retirement Plan, like a 401k? What did you do with your money in that plan? In many cases people leave
March is Women’s History Month and I have spent some time reflecting on how far our industry has come for women. Women are an important part of the finance world, not only in a business setting but also when it comes to taking charge of their own personal finances. We
Congratulations, you got a tax refund! You worked really hard for your money, now here are some things you can do to get it to work hard for you, by building wealth. Tax refunds are wonderful things. Sometimes you’re expecting it, and sometimes you’re not. Either way they make your
Losing a loved one is a difficult thing to go through. Even if you’ve done financial planning, you’ll likely be unprepared for the burden of “what comes next.”. Below, you’ll find a helpful checklist for this often challenging transition. Request Certified Death Certificates Many institutions (like insurance providers and banks)
Getting married is such a whirlwind of excitement! I personally got married a couple years ago and I remember it quite vividly. There are so many things that need to be planned and paid for that it can leave your financial plan on the back burner. Yet, taking time for
One of the topics that hit our team meeting this month was how to help clients who are afraid of being “premium poor”. Although we believe that our team can develop a financial plan that will serve any family, we also understand that not every family has extra money each
Whether you’re a new business owner, or you’ve been in the game for years, having a skilled Wealth Management Advisor in your corner is essential for success. We often think advisors as they relate to our personal finances, but an advisor can have a huge impact on your business as well. Not
