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225 Broadhollow Road
Suite 105
Melville, NY 11747

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Evergreen Planning

(631)584-2299

 
Behavioral Finance Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Encore Careers: Push Your Boundaries

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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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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How to Balance Finances as a Sandwich Generation Member

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

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Approximately 20% of U.S. adults have a disability, according to the CDC.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

5 Ways for Caretakers to Make Your Well-Being a Priority

Studies show that now more than ever, today’s women are disproportionately responsible for caring for children, doing laundry, cooking and cleaning, despite many having full-time careers. What’s more, when compared to their male counterparts, women are also more likely to report having difficulty finding the time to manage their physical, mental and emotional health.

Financial Fixes: How to Survive Job Loss

In the first few years after college, graduates tend to expect job turbulence.

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The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

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

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here’s a crash course on saving for college.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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