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Charter Financial Group - Millersville, Maryland

8684 Veterans Hwy, Suite 202

(443) 671-8100

 
BEYOND SIMPLE SATISFACTION INTEGRITY IS OUR PROMISE TRANSITION BRINGS QUESTIONS

Financial Planning in 2018

Robert Stachura appeared on Midday Maryland on WMAR-TV. Watch as he and colleague Rob Symonds discuss steps you can take to help ensure a stronger financial future.


We Stand By Our Work

We’re neat, complete, and on time. The pride we get from developing deep relationships with our clients is only exceeded by the warmth and openness they receive when walking through the door.

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A Professional’s Perspective

Nothing is more valuable than drawing from decades of experience to give perspective, nor more rewarding than to use that wisdom to plot a safe course forward through times of transition.

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Consistent Collaboration

Our primary role at Robert O. Stachura, CFP®, is to collaborate with our clients as well as their attorneys and CPAs for the singular goal to provide the most holistic advice possible.

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Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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