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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What Do Fine Wine and Financial Planning Have in Common?
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
How Growing a Business is Like Raising a Child
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Maximizing Your Daily Life Expenses
Hour by hour, these 11 tips can help cut daily costs and save more money.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Financial Fixes: From Health Scare to Financial Care
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”