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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It's important to understand how inflation is reported and how it can affect investments.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?
When should you take your Social Security benefit?