10 Decker Lane
Bridgewater, NJ 08807

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Better Life Wealth Management Group

(908) 429-0790

 
16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities

Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses. 

I am a Certified Public Accountant and Certified Financial Planner. The Better Life Wealth Management Group is a consulting firm that offers accounting and financial services. Accounting services include bookkeeping, tax preparation, software implementation (I am a Quickbooks Pro Advisor) and business consulting. Through my affiliation with HD Vest Investment ServicesSM, I offer a full range of financial services including personal and business financial planning. These services include, but are not limited to, investment management, retirement plans (design and implementation), and insurance.

 

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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