Get Started with Timothy Charles Financial, LLC
We will put together the most comprehensive financial plan for you. We will enhance your understanding of investments, mutual funds, and ETF's. TCF will give you the most credible and engaging profile to help you prepare for retirement and during retirement.
We will give you an analysis and overall recommendations on Estate Planning, Long Term Care Planning, Inheritance Planning and Investment Planning in an all encompassing plan for you.
Timothy Charles Financial is a Registered Investment Advisor. We work for you and only you.
Complimentary Meeting: (888)-644-PLAN
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For many, retirement includes contributing their time and talents to an organization in need.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Being healthy not only makes you feel good, it may also help you financially.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.