The Beaney Group

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The Beaney Group

Dedicated to Providing Quality Services

504 3rd Street Belvidere NJ 07823

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Fixed vs. Variable Annuities
Fixed Annuity Contracts

Annuities: Traps for the Unwary
Funding an Annuity: What Are the Options?
Annuities and Retirement Planning

Life Insurance Basics
Funding a Buy-Sell Agreement with Life Insurance
Understanding Long-Term Care Insurance
Windstorms, Hurricanes, and Tornadoes--Are You Covered?
HMOs and PPOs: Whats the Difference?
How to Save Money on Your Auto Insurance

Investment Planning--The Basics
Understanding Investment Terms and Concepts

Six Keys to Successful Investing
Handling Market Volatility
Common Investment Goals

Dollar Cost Averaging
Creating an Investment Portfolio
Investing in Stocks
Investing in Bonds
Mutual Fund Basics
Understanding Mutual Fund Share Classes

The Best Ways to Save for College
Saving for Retirement and a Childs Education at the Same Time
The ABCs of 529 Plans
College Savings Plans vs. Prepaid Tuition Plans

Retirement Planning: The Basics
Evaluating an Early Retirement Offer

Deciding What to Do with Your 401(k) Plan When You Change Jobs

Financial Tips for Unmarried Couples

Wills--The Cornerstone of Your Estate Plan

Tax Planning for Income
Taxation of Investments
Tax Benefits of Home Ownership
Income Tax Planning and 529 Plans
Year-End Tax Planning
Tax Planning Tips: Life Insurance
Tax Planning for Annuities

Getting Started: Establishing a Financial Safety Net

Credit Card Pay off

Social Security Benefits

Here we provide you with additional resources to assist you with managing your financial future.

Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.

We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.

We hope you find this site useful and look forward to a long, continued relationship.