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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

NJ Financial Planning - Our Mission

RMR Wealth Builders, a well established independent financial organization, of independent financial advisors focused on creating investments and wealth management solutions for individuals and families, charities, foundations, pension plans, and businesses. We are a proud provider of financial planning, and wealth management in New Jersey. We strive to cultivate a longterm “culture of success” and enduring client relationships built upon our principles of:

Integrity • Honesty • Diligence • Service • Responsibility • Accountability • Values • Ethics

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Communication is an essential element of our relationship with our clients. RMR periodically distributes a publication, The Informed Investor, highlighting the latest market news and happenings around the firm.

Helpful Content

Keeping Up with the Joneses

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?

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

Retirement Income and the Traditional Portfolio

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

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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