We are a New Jersey-Based Wealth Management Firm
Our goal at Financial Resources is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Whether you’re an educator just starting your career or are nearing retirement — we can help you address your most pressing money questions. Our first priority is your overall financial success.
At Financial Resources, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How to help determine life insurance needs to provide for your family after you pass away.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
It may help your business be better prepared in the event of the death of a principal or key employee.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential capital gains taxes due on your transactions.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.