Understanding Today's Financial Environment
Welcome, I’m Princeton Equity Partners, a financial organization in Lewiston, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.Services We Offer Meet the Team Contact Us
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How literate are you when it comes to your finances? Brush up with these five basics.
The true cost of raising a child may be far more than you expect.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A special needs trust helps care for a special needs child when you’re gone.