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 function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Your DNA Test
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.
There are ways to improve your physical fitness without denting your fiscal fitness.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It may help your business be better prepared in the event of the death of a principal or key employee.
Ascertaining the value of your business is important for a variety of reasons.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.