Understanding Today's Financial Environment
Welcome! We're Prestige Wealth Management Group, an independent Wealth Management Firm located Flemington and Millburn, NJ. We understand that individuals face unique challenges as they prepare for retirement. If you are looking for financial advisors in NJ who can help you take on these challenges, we provide financial strategies relevant to today's issues. We offer a wide variety of financial services, including retirement planning, investment management, and estate planning.
We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our financial planners in NJ have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Second marriages are a trigger event to revisit any existing estate strategies.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding the economy's cycles can help put current business conditions in better perspective.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?