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.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How to help determine life insurance needs to provide for your family after you pass away.
It sounds simple, but paying yourself first can really pay off.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A quick look at how federal income taxes work.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?