The Princeton Group

A Wealth Management Practice

 

The Princeton Group is dedicated to client-centered relationships. From the very first time we meet, you will participate in rigorous inquiry and discussion through which we come to understand your individual needs and future goals. In order to develop an enduring relationship with you as a new client, we need to understand your long-term goals and walk closely with you as you reach for them.
 
We seek relationships with families, businesses and organizations who want a collaborative approach to managing and preserving their assets today and for generations to come. Through active cooperation, we seek to earn and sustain a long-term relationship as a trusted advisor to you and those who are closest to you. We want you to feel the high level of comfort that comes from having an experienced and trusted guide and advisor
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

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