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
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The federal government requires deceased individuals to file a final income tax return.
An increasing number have been developed to help individuals with their personal finances.
How to help determine life insurance needs to provide for your family after you pass away.
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.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?