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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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.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.