We can help take some of the mystery out of preparing for your financial future and help you meet your retirement goals.Learn More
We offer insight and assistance with employee benefits, group insurance, qualified and non-qualified retirement plans, buy-sell agreements and succession planning.Learn More
What you can expect from Investment Advisory Services: Diversification, Strategy, Monitoring, and Reporting.Learn More
Achieving Your Goals
With a 45-year history in the Princeton area, Petrone Associates offers thoughtful wealth management, insurance and retirement planning services. We work closely with each of our clients to help them reach their financial goals.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Your Paycheck and You: A Love Story
Are you showing your paycheck the love it deserves?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Technology tips to make your next trip even better.
The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks.
At what point can you call a personal vehicle commercial?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
An inside look at how marginal income tax brackets work.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.