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
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Calculating your potential Social Security benefit is a three-step process.
One of the most important steps to become financially sufficient is to set up a realistic budget.
Gaining a better understanding of municipal bonds makes more sense than ever.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Six overlooked tax deductions to help manage your tax bill.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a quick guide to checking to see if you have unclaimed money.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.