Broker Check

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

Morris Planning Associates, Inc.

(973) 267-7900

 
Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The Five Basics of Financial Literacy

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

View all presentations arrow

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Acres of Diamonds

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow