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
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
A four-step framework for building a personal legacy.
Your credit score may influence how much you pay for auto and home insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding how a stock works is key to understanding your investments.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.