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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When considering life insurance, it's important to understand your options.
A change in your mindset during retirement may drive changes to your portfolio.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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 presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here is a quick history of the Federal Reserve and an overview of what it does.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?