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1150 Raritan Road
Suite 201
Cranford, NJ 07016

James Minniti

(908) 709-0020 x145

 
Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

In today’s volatile market and economy, it is important to remember that everything is transitory except our financial health, now and for the future.  In order to be comfortable with the current state of the economy, talk to a financial representative that will assure you by taking specific steps and making concrete decisions so your financial health will be taken care of. 

Helpful Content

6 Tips on Ways to Spend Your Money for Happiness

6 Tips on Ways to Spend Your Money for Happiness

Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.

Be My Beneficiary

Be My Beneficiary

Financial planning for couples.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Will Power

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

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Saving for College 101

Here’s a crash course on saving for college.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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