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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Building wealth requires protection from the forces of wealth destruction.
An increasing number have been developed to help individuals with their personal finances.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
The average retirement lasts for 18 years. Are you prepared to fill that many days?