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Understanding Today’s Financial Environment 

Welcome, we’re Northeast Private Client Group, a financial organization in Roseland, 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. We are business and family strategists for the highly successful. We help very creative and enterprising people—entrepreneurs, professionals, executives, celebrities—make sound, informed decisions.

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Helpful Content

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How Women Make it Happen

Women in financial services are some of the most progressive women in the world.

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

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

Should I Buy or Lease an Auto?

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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