Engler Financial Services

Welcome to the Engler Financial Services Web site. Our company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so check back often.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please call (973) 661-3100.

 

Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC Engler Financial and Cadaret, Grant are seperate entities. We are licensed to conduct securities business in the following states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, NC, NH, NJ, NV, NY, OH, PA, VA
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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