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99 Main Street
P.O. Box 502
Matawan, NJ 07747

Kriegstein Financial Group, LLC.

(732) 583-7400

 
Behavioral Finance 4 Elements of an Estate Strategy Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style?

Welcome to Kriegstein Financial Group, LLC.

Where Planning is a Process, not a Product.


At Kriegstein Financial Group, LLC. , we believe in service beyond expectation, achieved through a constant desire to anticipate and fulfill the evolving needs of our clients in all areas of Wealth Management. Our experience and expertise with Wealth Management adds value at each step in the process. We are dedicated to pushing the limits of excellence, to stand at the forefront of providing the most comprehensive Wealth Management services available.

Our practice is built upon a comprehensive approach to Wealth Management, focusing on 10 Key Wealth Management Issues that our clients are likely to face at some point in their lives.

Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority. This process also allows us to proactively provide our clients with ideas, suggestions and alternatives that need to be considered for each issue.

Neil's affiliation with Royal Alliance and provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

Helpful Content

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

 

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Can I Refinance My Mortgage?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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