Understanding Today’s Financial Environment
Welcome, I’m John FitzPatrick a financial professional in Morris Plains, NJ. My philosophy in serving my clients is to embrace all major aspects of their financial lives and as a result provide them comprehensive guidance to assist them in planning their financial futures.
I have found over time that many people are unclear about the difference between financial planning and investment planning. The major difference is that a disciplined financial planning approach addresses the several areas theat we have found to be critically important to our clients lives - investment planning is just one of these.
Through my years of experience, I have found that the best way to help those clients who place their trust in me is not only to coordinate these complex and confusing parts of their financial lives, but also to help them on an ongoing basis in implementing and monitoring the solutions that I recommend to them. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (973) 267-7900.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Do you know where the idea of “retirement” comes from?
There’s a link between debt and stress.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
2018 could be shaping up to be an interesting year.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?