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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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

The Basics of Investing

What’s the connection between cars and financial management?

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Tax Deductions: Catch Them All!

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

Debt Stress

There’s a link between debt and stress.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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

Bi-Weekly Payments

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

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Rightsizing for Retirement

What does your home really cost?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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