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225 Broadhollow Road
Suite 105
Melville, NY 11747

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Evergreen Planning

(631)584-2299

 
Bull and Bear Go To Market Retirement Accounts When You Change Your Job Working With A Financial Professional Retirement and Quality of Life

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

Historical Inflation

Historical Inflation

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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Comparing Mortgage Terms

Comparing Mortgage Terms

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

 

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

3 Tips to Plan Your Exit Strategy

Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board

3 Questions to Consider About Whole Life Insurance

Whole Life insurance: Protection, supplement income in retirement and stable, predictable cash value

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

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

What Is My Current Net Worth?

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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

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

How Compound Interest Works

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

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

The Power of Compound Interest

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retiring in a Post-Pandemic World

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

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