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
Helpful Content
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.