Understanding Today’s Financial Environment
Welcome, I’m Fitzgerald Charlier, a financial professional in Fishers, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (317) 913-3365.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Good employee health can be great for the company’s bottom line.
Term insurance is the simplest form of life insurance. Here's how it works.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Do you know where the idea of “retirement” comes from?
Five strategies for managing your student debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?