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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are common mistakes you can avoid when saving for retirement.
Is your estate in order? This short quiz may help you assess your overall strategy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.