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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Knowing the rules may help you decide when to start benefits.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.