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250 Crossways Park Drive
Woodbury, NY 11797

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Evergreen Planning

(516) 677-6213

 
What Can a Million Dollars Buy You? What Smart Investors Know Should You Ever Retire?

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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Three Key Questions to Answer Before Taking Social Security

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?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Twelve Steps to Living Confidently: Budgeting

One of the most important steps to become financially sufficient is to set up a realistic budget.

All Muni Bonds Are Not Created Equal

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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator can help you estimate how much you may need to save for retirement.

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Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Rule of 72

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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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