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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The 12 Steps to Living Confidently: How to Protect Yourself
Protection. We’re obsessed with it these days.
Are you showing your paycheck the love it deserves?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are six flags that may make your tax return prime for an IRS audit.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.