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Financial Planning and Investing

across generations...

Your financial portfolio is much more than numbers on a spreadsheet. It is the summation of your life's work, and the vehicle through which your financial plans are made possible. At Nextgen Wealth Counselors LLC , NJ, we are focused on making your future financial plans a reality by working with you to craft effective investment plans that best serve your near-term and long-term goals.

Tax Efficiency

No financial portfolio is complete without a plan to handle the incurred taxes. Many investment plans have tax deferred growth potential, making it vital to have a full understanding of your goal and the timespan for the total investment.

Exceptional Focus on Growth

Portfolio growth after taking into account inflation, taxes, and usage, that is stable is our goal. We handle every aspect from diversifying investments to restructuring portfolios to account for levels of acceptable risk. Regardless of the setup, we focus on providing growth in any market.

What is your acceptable risk?

FREE PORFOLIO RISK ANALYSIS

Newsletters

Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators