Broker Check

520 Speewell Ave - Suite 202
PO Box 289
Morris Plains, NJ 07950-0289

Morris Planning Associates, Inc.

(973) 267-7900

 
When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype

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. 

Helpful Content

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Saving for College 101

Here’s a crash course on saving for college.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow