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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

We are a New Jersey-Based Wealth Management Firm

Our goal at Financial Resources is to be your most trusted advisor providing personalized investment 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 are dedicated to focusing clients on the important decisions necessary to manage their financial well being and wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and personal objectives that shape their legacy for generations to come.

We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.