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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here's a breakdown of how the federal government spends your tax money.
If you are recently divorced, take steps to ensure that you are properly protected.
Retirees traveling abroad need to know that their health insurance travels with them.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Disability happens to more people, more often than you may think, and it lasts longer, too.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.