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New Jersey (201) 688-3779

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1406 Financial helps you to simplify your financial life. Are you at a point where you want to develop a plan that will last for years and work towards the outcome that you want?

The professionals of 1406 will take their time to understand you and develop a financial plan that will work towards the results that you want at your pace. We consider your experiences, points of view, and risk tolerance to help you design a strategy that balances many risks and rewards.

Through clear and frequent communication we help clients stay on track.

Contact us today: 215-591-0400


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All about how missing the best market days (or the worst!) might affect your portfolio.

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Try these activities to keep your brain sharp.

 

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

All Muni Bonds Are Not Created Equal

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Spotting Credit Trouble

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Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator compares the financial impact of leasing versus buying an automobile.

Assess Your Life Insurance Needs

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

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There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Saving for College 101

Here’s a crash course on saving for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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