The Soul of Success: Navigating Retirement's Turbulence
Read The Soul of Success: Chapter 3 by Robert Norton
Understanding Today’s Financial Environment
Welcome, I’m Robert Norton, a financial professional in Hammonton, New Jersey and Mt. Pleasant SC. I understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, business valuation, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (609) 704-0444.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are things about Social Security that might surprise you.
Why have the markets been so volatile recently?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
Here is a quick history of the Federal Reserve and an overview of what it does.