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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
How to help determine life insurance needs to provide for your family after you pass away.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Assess how many days you'll work in 2012 to pay federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you explored all of your choices when it comes to managing your taxable income?
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.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.