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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
As of Today, You’re Different.
Help others achieve life-long financial balance with just a desire to be something different.
How Income Taxes Work
A quick look at how federal income taxes work.
Retirees traveling abroad need to know that their health insurance travels with them.
Here are six flags that may make your tax return prime for an IRS audit.
A financial emergency can happen to anyone.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.