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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Lifestyle considerations in creating your retirement portfolio.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five creative (and inexpensive) ideas for motivating your employees.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.