We help you work towards your financial goals by attending to each aspect of your total financial picture.Learn More
We work with you to determine the appropriate investment mix for your risk tolerance and time horizon.Learn More
Where will your retirement money come from? Let’s talk about retirement income strategies.Learn More
We discuss managing risk as part of your overall financial plan. This often includes insurance and estate planning.Learn More
Customized Investment Strategies and Retirement Planning
Welcome! We’re MACRO Consulting Group, a prestigious wealth management firm located in Northern New Jersey. With years of collective expertise, our team specializes in financial planning, investment management, estate planning, and insurance needs for a clientele of affluent individuals – successful professionals, business owners, retirees and many others. Once we design an overall financial plan, we meet with clients regularly to provide sound, professional support at every stage.Contact Us
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
One of the most common questions people ask about Social Security is when they should start taking benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Calculating your potential Social Security benefit is a three-step process.
Term insurance is the simplest form of life insurance. Here's how it works.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you explored all your options when it comes to managing your taxable income?
Even low inflation rates can pose a threat to investment returns.
Recent changes in estate tax laws could affect the strategy you have in place.
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.