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
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What can be learned from the savings rate?
There are common mistakes you can avoid when saving for retirement.
Do your insurance needs stay the same when the nest empties?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Building wealth requires protection from the forces of wealth destruction.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.