The Triton Financial Planning Group Inc. inherits the proud legacy of one of the oldest independent planning firms in New Jersey, Robert J. Oberst, Sr. & Associates, known for its Tradition Of Service since 1969.
Established in 2015, Triton's CERTIFIED FINANCIAL PLANNERTM professionals and CPA's provide a full range of customized financial planning, investment management, tax and accounting services.
The firm is committed to holistic financial planning on a personalized basis.
Newsletters
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.