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
Helpful Content
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
5 Original Ways to Show Your Love
One of the best ways to love the people you care about is through properly protecting yourself, and them.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The Big Little Things: 5 Easy Ways to Protect Your Money
Put measures in place to help you replace a portion of your income if the unexpected happens.
Looking to Improve Your Financial Future?
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
7 Father’s Day Financial Hacks for Dads
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.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.