What's a Rollover and why does it matter?
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...Read More
Meet Our New Support Team
Our support team has some new additions and we want to walk you through the changes and introduce you to the new team members. Lori Gavin Lori has been a member of the New Berlin community her entire life. She has been married for 30...Read More
Required Minimum Distribution aka RMD: What is it and does it apply to me?
As the end of the year quickly approaches, you may see reminders about Required Minimum Distributions. You may be wondering what it is, how it is calculated and does it apply to you? Here is a quick overview of Required Minimum...Read More
Why Everyone Should Have a Financial Advisor
Do you ever wonder if you are on the right financial path? But you think you do not have enough money to have a Financial Advisor? This is where we can help. Many firms require high minimums that keep you from getting the help you...Read More
Do you love financial planning? Our team may be the place for you!
Do you love analyzing numbers, finances and planning? Would you like to be an entrepreneur? This opportunity might be a great fit for you! We offer financial services, but we do it a little different than most financial firms. Our...Read More
Do you want to make a business out of networking? Our team may be the place for you!
Do you love to network, meet new people and make connections? Would you like to be an entrepreneur? Then this opportunity might be a great fit for you! We offer financial services; therefore, many times people mistakenly think the only...Read More
Women and Financial Planning: Empowering Women and Bridging the Confidence Gap
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...Read More
Becoming an Independent Financial Advisor: Why I put my name on the sign.
Yes, I am bold enough to put my name and reputation on the sign. It is in front of my building on our road sign, in our lobby on the wall and on our website.Why? I am branding my branch to be much more than your average financial...Read More
How to Do the Right Thing with Your Tax Refund
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...Read More
The Website You Need To Achieve Your Personal Financial Plan
So, you survived your first financial planning meeting, and you're feeling excited about your personal financial plan. How do you stay on track to reach your short, mid, and long-term goals? Here at The Du Charme Financial Group, we're...Read More
Financial Planning Before Getting Married: A Checklist For Engaged Couples
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...Read More
What To Expect From Your First Financial Planning Meeting
It can be scary to schedule your first financial planning meeting. You may not really know who your advisor is or trust him or her yet (check our guidelines for how to find a fiduciary financial advisor before you sit down with...Read More
Financial Planning Advice: What To Do After The Death Of A Loved One
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." We're here to help make the time following your loved one's death as easy...Read More
Filing Your Tax Return Doesn't Have To Be Taxing!
The key to filing your tax return with little stress is being prepared. That's why we're committed to providing you with the information and resources you need to help make the job easier. Important Tax Return Dates Tax Returns Due...Read More
Do You Fear Being “Premium Poor?” Create the Financial Plan That’s Right For You
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...Read More
Meet the Du Charme Family: Growing a Family and a Business in New Berlin
Meet the Du Charme Family: Growing a Family and a Business in New Berlin! I am very blessed to have been born into such an amazing family. For those who do not know, I not only am Rob Du Charme's Executive Assistant but am also...Read More
Financial Planning For Your Business: How An Advisor Can Help You Be More Successful
Whether you're a new business owner, or you've been in the game for years, having a skilled Fiduciary Financial Advisor in your corner is essential for success. We often think of Financial Advisors as they relate to our personal...Read More
Financial Advisor Stereotypes - What's Holding You Back From a Fulfilling Career?
Are there stereotypes about the financial advising industry that are holding you back from a fulfilling career? Maybe it's that financial advisors only wear a suit and tie, or a white shirt, and are "sales-y". Or perhaps, you don't...Read More
Why Take The Time For An Annual Financial Review?
As we head into Q4, it’s a great time to schedule an annual financial review with your Advisor. We get it – we’re probably not on the top of your priority list, but we do want to offer our expertise when it comes to...Read More
Career Opportunities at The Du Charme Financial Group – Why We Might Be A Great Fit For You
A Growing Financial Firm in New Berlin, WI The Du Charme Financial Group is a growing branch office of Global View Capital Advisors, located in New Berlin, WI. We’re always on the lookout for top talent to join our team, and...Read More
Is Online Investing Right For You?
We’re excited to have partnered with Wealthsimple, an online investing platform that feels like a great fit for our clients. All of our advisors can support you with online investing, and it only takes 10 minutes and $1 to get started!Read More
How The Right Financial Planner Can Help You Achieve Your Hopes & Dreams
Our team is passionate about helping you achieve your hopes & dreams, whatever they might be. Looking to have a cabin on the lake? Hoping to retire early to travel the world? Aiming to build a sense of security for you and your family?...Read More
Fiduciary Advisors: Doing The Right Thing Is Always Right
When it comes to your personal hopes and dreams for the future, you want someone you trust looking out for you. Our fiduciary advisors won't try to sell you the product of the week - we're looking out for your best interest, always.Read More