Prestige Wealth Management Group - Flemington, NJ

 
File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Understanding Today's Financial Environment

Welcome, we're Prestige Wealth Management Group, a financial organization in Flemington and Millburn, NJ. We understand that individuals face unique challenges as they prepare for retirement. 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 professionals 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.

Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Women and Retirement

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

How Income Taxes Work

A quick look at how federal income taxes work.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

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