We strive to give our clients peace of mind by fully understanding their financial situation. Providing the highest quality service, products and information to help them be clear and focused on realizing their goals.
First Charter Financial Corporation
6108 Village Oaks Dr Ste A
Pensacola,
FL
32504-6977
Phone:
- (850) 479-1100
Fax:
- (850) 484-6855
Newsletters
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Closed-End Funds May Offer Higher Income
Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.