Asset & Wealth Management Group is a team of highly motivated individuals dedicated to the financial health and well-being of our clients. We offer excellent service and our greatest strength is our long-term commitment to our clients, our fellow associates, our staff, our industry, and our communities.
Shrewsbury Office |
Flemington Office |
Sparta Office
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Phillipsburg Office 1505 Chestnut Street |
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much do you need to save each year to meet your long-term financial goals?
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,742.65 | +1.05% |
| Dow Jones Transportation | 9,134.88 | +1.88% |
| Dow Jones Utilities | 820.40 | +0.62% |
| Nasdaq 100 | 9,657.31 | +0.61% |
| NYSE Composite | 12,046.41 | +1.23% |
| AMEX Composite | 1,989.59 | +1.91% |
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