Understanding Today’s Financial Environment
Welcome, I’m Charles Palma, a Financial Professional in Woodbury, New York. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (516) 677-6213
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A change in your mindset during retirement may drive changes to your portfolio.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Put measures in place to help you replace a portion of your income if the unexpected happens.
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.
How federal estate taxes work, plus estate management documents and tactics.
For women, retirement strategy is a long race. It’s helpful to know the route.
That big list of dreams and goals isn't the only way to look at your bucket list.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Make your retirement as exciting as your next vacation.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.