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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Do you have an estate strategy? You should.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What’s the deal with your yearly free credit report?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.
There are a few things to consider when buying or leasing your next vehicle.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate