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2 Research Way, Princeton, NJ 08540

 
Thoughtful Advice Professional Experience Understanding Your Goals An Approach Designed for You

Helping Individuals

We can help take some of the mystery out of preparing for your financial future and help you meet your retirement goals.

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Business Planning

We offer insight and assistance with employee benefits, group insurance, qualified and non-qualified retirement plans, buy-sell agreements and succession planning.

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Investment Strategies

What you can expect from Investment Advisory Services: Diversification, Strategy, Monitoring, and Reporting.

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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.

Helpful Content

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Tax Deductions: Catch Them All!

Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.

Build a Stronger Financial Future

Learn about a financial asset that can help you build a stronger financial future.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Insurance Planning Following Divorce

If you are recently divorced, take steps to ensure that you are properly protected.

Stocks Bombed by Bonds

Bonds are impacting the market, perhaps more than anyone thought possible.

Building Your Legacy

A four-step framework for building a personal legacy.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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