
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, DE, FL, GA, ID, IL, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA
Newsletters
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.