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.
Helpful Content
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?