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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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.