Penguin Thoughts

Your money-saving prodigy penguin writes

Penguin Thoughts

Your money-saving prodigy penguin writes

Charlie ❤️ Costco and so should you

  When a new person joins our team at Charlie, we all celebrate. There are lots of little...

Featured Posts

Featured Posts

10 Ways to Save on Insurance

  Having insurance is great when the universe decides it’s time to give you a major (or even minor) problem. But when you can get a policy for practically anything, it’s easy to spend more on protecting your life than living it. Don’t worry, though. We can help you...

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How to Maximize Your Tax Refund

  If you have a tax refund on the way (or sitting in the bank), make a plan for that cash. Depending on the amount of your windfall, your brain may be running wild with possibilities. To prevent blowing your cash on impulse spending, Charlie can help you come up with...

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4 Money Lessons From Game of Thrones

  Anyone here a mega-fan of Game of Thrones? *raises hand* Unless you’ve been hiding under a rock, this series has been taking the world by storm and many of us are both excited and sad about the last season. While you can marvel at the awesome costumes, cry when...

read more

60 Percent of Women Won’t Marry a Debtor

  We’ve come a long way since the Mad Men-esque era of the 50s and 60s, when financial security for women came exclusively in the form of a man. At least that’s according to the findings of a new survey from Charlie. We surveyed 533 single (defined as never married)...

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Understanding Opportunity Costs

  TLDR: You need to think about opportunity costs when it comes to your finances. The words “opportunity costs” might sound fancy, but it’s really another term  for the trade-offs you make. As in, what you gain or give up when making decisions with your money. Your...

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Financially Surviving Wedding Season as a Guest

  According to the New York Times, the average wedding guest spends nearly $900 to partake in the festivities. That price tag can make your wallet want to say, “I don’t!” -- especially if your wedding season dance card is full. But don’t worry. Charlie knows a bunch...

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5 Lessons from Lola: A Money Retreat for Strong Women

  What do you get when you fill a room with 50-plus, money-focused females from all walks of life — from all parts of the country, all professions, ages, socioeconomic status, knowledge of personal finance — in a positive, intimate environment? Pure magic. The third...

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Recent Posts

Recent Posts

4 Money Lessons From Game of Thrones

  Anyone here a mega-fan of Game of Thrones? *raises hand* Unless you’ve been hiding under a rock, this series has been taking the world by storm and many of us are both excited and sad about the last season. While you can marvel at the awesome costumes, cry when...

read more

60 Percent of Women Won’t Marry a Debtor

  We’ve come a long way since the Mad Men-esque era of the 50s and 60s, when financial security for women came exclusively in the form of a man. At least that’s according to the findings of a new survey from Charlie. We surveyed 533 single (defined as never married)...

read more

Understanding Opportunity Costs

  TLDR: You need to think about opportunity costs when it comes to your finances. The words “opportunity costs” might sound fancy, but it’s really another term  for the trade-offs you make. As in, what you gain or give up when making decisions with your money. Your...

read more

Reduce Your Monthly Spending But Double Your Fun

  Spring is almost upon us, which means the weather is finally worth venturing out into, but your budget is lower than ever! You’ve tried to set budgets to avoid hitting your monthly cap, but just because you know you’re reaching capacity doesn’t mean you know how to...

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Are You Ready to Buy Your First Car?

  From driving on an empty road, to picking up your friends for a cruise, or taking a road trip with your beau for a romantic weekend getaway -- personal transportation is the ultimate freedom and luxury for many. Eighty-eight percent of American households own a car,...

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5 Lessons from Lola: A Money Retreat for Strong Women

  What do you get when you fill a room with 50-plus, money-focused females from all walks of life — from all parts of the country, all professions, ages, socioeconomic status, knowledge of personal finance — in a positive, intimate environment? Pure magic. The third...

read more

Why You Need Visual Goals For Your Finances

  Let’s talk money goals. What are yours? If you have a big, audacious financial goal, it can seem really overwhelming — maybe you’re wondering how you can keep yourself motivated, or how to tackle the goal in the first place. What if there’s a fun way to do it that...

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