We at Strategic Wealth Group seek to employ our financial experience and consultative skills in a carefully planned and professionally executed effort to achieve clients' financial objectives and long term goals through the use of qualified products and unparalleled service.


 

We have representatives in this office licensed and registered to offer products and services in [NJ, NY, CT, PA, OH, FL, CA, MA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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