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.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
At what point can you call a personal vehicle commercial?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
For many, retirement includes contributing their time and talents to an organization in need.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are things you can do to keep yourself safe when you lose your wallet.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What are your options for investing in emerging markets?