Broker Check

5300 W Atlantic Avenue
Suite 404
Delray Beach , FL 33484

Time Financial Service

(561) 499-6775

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

If you are looking for a blend of personal service and financial industry experience, you have come to the right place! We offer a broad range of services for the individual investors, retirees, business owners, executives and independent professionals. We are experienced and we're friendly.

What is your concern? 

  • Are taxes on your investment income a concern?
  • Would you like to address your future income needs?
  • Would you like to plan for your child’s education?
  • Are you properly insured?
  • Are you afraid you will outlive your retirement?
  • Would you like to review your investments?<
  • What retirement strategy? 401, IRA, Roth IRA, etc...

Please call or email us for a consultation. We look forward to hearing from you.


Phone: 561-499-6775 

Email: fyankee@timefs.com

Helpful Content

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The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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