New Century Planning Associates Inc.

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

26 Years

in Business

Accredited

Business

(732) 845-1555Call Visit WebsiteVisit Website Map & DirectionsDirections83 South St Ste 305Freehold, NJ 07728 Write a ReviewWrite Review

More Info

Email

BBB Rating

Extra Phones

Primary Phone: (732) 845-1550

Phone: (732) 845-1350

Primary Phone: (732) 333-0540

Payment method

amex, cash, discover, master card, visa

Other Link

http://www.newcenturyplanning.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mortgages, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (732) 845-1555

Address: 83 South St Ste 305, Freehold, NJ 07728

Website: http://www.newcenturyplanning.com

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

New Century Planning Associates Inc.

Tax Planning
Trusts: Serve various needs, from tax planning to caring for a special needs family member, offering flexibility and control over asset distribution.
Roth IRA
This is also the time to check what balances you have in your retirement plans, such as a Roth IRA or a 401(k). You’ll also want to check out any other investments that you currently have to see how they’re performing and what types of ROI they’re offering.
Income Tax
The IRS and the graduated income tax both came into existence in late 1913. Here is a look at the history of the highest marginal tax rates since then. Note that the high was an incredible 94% in 1944 and 1945 and that it was 70% as recently as the 1970s.

Mutual Funds
On this front, it is important to realize that the federal (and some state) government looks at our money in a certain way- in terms of how the money is taxed. In other words, from the government’s perspective, the average American can have money (more properly “assets”) in three different types of accounts, or “buckets”. For the money that is taxed every year, we use the name “the taxable bucket” and these holdings can include CDs/bonds, stock dividends, stock sales, rental income, real estate sales, mutual fund sales, savings bond redemptions, bank account interest and anything else that generates a tax form every year.
Bonds
Wealth Management
While term insurance is often appropriate for meeting the basic family protection or income replacement needs, cash value or “permanent” life insurance can be used as a wealth management tool very effectively, with today’s newer policies. In fact, cash value life insurance policies are unique in the sense that you can enjoy several major benefits, from the same invested dollars...

Accounting Services

Financial Planning
The discussion by Ryerson and Terrero underscores the intricate nature of identity theft and the necessity of comprehensive restoration strategies. As part of overall financial planning, addressing identity theft is crucial for safeguarding personal and financial well-being in the 21st century. Identity theft protection plans offer comprehensive protection at a relatively small cost.
Retirement Planning
When most of us think about planning for retirement, we’re focused on just enjoying our golden years. However, there are actually several phases that go into successful retirement planning.
Annuities
Of that list, Robert Ryerson and Louis Terrero can help you with life, disability, long term care, and annuities.
Long Term Care
Learn the Do’s and Don’ts About Long Term Care! The Non-Financial Consequences Can Be Even Worse! Solving the Problem Without Going Broke – How to Keep the Money in the Family if You End Up Not Needing Long Term or Extended Care.
Asset Management
Personal Account Administration from our trusted partner, Applewood Capital Management, LLC. Applewood Asset Management will provide a clear and accurate summary of your accounts at your reviews, and strive to make your financial transactions and record keeping easier. Our reporting is in a convenient and simple-to-understand format, and we will walk you through all the aspects of your statements, including tax implications and reports.
Living Trusts
For those with residences or assets in multiple states, Hardman-O’Neal recommends considering the differences in state laws regarding Medicaid and will reciprocity. Utilizing a Revocable Living Trust can circumvent the complexities of ancillary probate, making the process more straightforward for your heirs.
College Funding
We have an experienced and recognized certified college planning specialist on our team who can give you real help and real solutions for the best chance of college success.
Asset Protection
Reverse Mortgages
Debunking the Myths and Misconceptions About Reverse Mortgages – from Giving Yourself Some Tax-Free Supplemental Income Every Month to Aging in Place in Your Own Home...

View All Services

Provided by