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
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Rule of 72
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When Markets React
When markets shift, experienced investors stick to their strategy.