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
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?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
To choose a plan, it’s important to ask yourself four key questions.
Six overlooked tax deductions to help manage your tax bill.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This checklist can give you a quick snapshot of how prepared you are.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.