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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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