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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.

Helpful Content

The Rule of 72

The Rule of 72

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.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

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.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

The New Wild West: Bitcoin

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.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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