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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Keep Your Credit Score on the Upswing
Your FICO score matters more than you may realize.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Life insurance proceeds are generally tax-free. But not in all cases.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.