Are you afraid to open your statements?
 
 When was the last time you evaluated your
IRA or 401(k) investment choices?
 

 

Garretson Financial can help you optimize your 401(k) contributions in an effort to maximize your retirement resources!

 We specialize in:
  • Portfolio Wealth Management
  • 401(k) /403 (b) Account Optimization & Management
  • Retirement & Estate Planning
  • IRA Rollovers
 We can also assist you with:
  • College Financial Aid Planning
  • FAFSA Form Preparation
Call us today to set up a consultation.
908-276-9140

 
Calculators

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Lifetime Earnings

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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