Understanding Today’s Financial Environment
Welcome, I’m Anthony Bennett, a financial professional in Newark, NJ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (973) 824-7474.
Helpful Content
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Debt Stress
There’s a link between debt and stress.
View all articles 
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Business Cycle
How will you weather the ups and downs of the business cycle?