Broker Check

225 Broadhollow Road
Suite 105
Melville, NY 11747

LinkedIn

Evergreen Planning

(516) 677-6213

 
Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

Understanding Today’s Financial Environment

Welcome, I’m Charles Palma, a Financial Professional in Melville and New York, 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

Check the background of our investment professionals on FINRA’s BrokerCheck

Helpful Content

Why your expenses may increase in retirement

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

 

Why six figures might not mean what it used to

Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

6 pros and cons of starting your own business

Consider the pros and cons of starting a business before taking the leap into self-employment.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

How to budget for a vacation in 5 easy steps

Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.

A love story of financial well-being

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

View all articles arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Long Run: Women and Retirement

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Inflation and Your Portfolio

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

View all videos arrow