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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

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

As of Today, You’re Different.

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

How Women Make it Happen

Women in financial services are some of the most progressive women in the world.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

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

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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.

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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