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
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A timeline covering a few of the major provisions of the SECURE Act 2.0.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Retirement Is a Beginning
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Keeping Good Records is Good Business
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Bull & Bear Markets: A Timeline
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The Average American Budget
Learn about the average American budget in this fun and interactive piece.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Other Sure Thing
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Saving for College 101
Here's a crash course on saving for college.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.