Our Team of Financial Advisors
As a fiduciary, our first priority is helping you take care of yourself and your family.
Based in Freehold, New Jersey, with a network of clients across the country, we are a group of experienced financial advisors with the aim of turning your dreams into plans. 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.
More Than 3 In 10 Households Used Up All Or Most Of Their Savings During Pandemic, Survey Finds
September 23, 2020
The massive financial impact of the pandemic becomes clearer as 46% of households in the United States report facing severe financial problems during the Covid-19 crisis—about three in ten households (31%) report using up all or most of their savings during the coronavirus outbreak—according to a new national survey published Wednesday.
Coronavirus May Have Mutated To Become More Contagious, Study Finds
September 23, 2020
When Houston was gripped by a severe Covid-19 wave in June, a mutated form of coronavirus that developed elsewhere in the world and which is known to be especially contagious grew to eventually dominate the city’s infected patients, according to a study released Wednesday that could raise new questions about how quickly the virus evolved as it spread around the world.
Helpful Content
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.