J.M. EGAN Wealth Advisors now has two offices to serve you! Madison and Point Pleasant Beach New Jersey.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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