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.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
You’ve made investments your whole life. Work with us to help make the most of them.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Do you know where the idea of “retirement” comes from?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What’s the deal with your yearly free credit report?
A look inside the U.S. government's statistics on household net worth.
Lifestyle considerations in creating your retirement portfolio.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a few things to consider when buying or leasing your next vehicle.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.