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Recommendations

Downloadable Guides, Books, and Websites

The following downloadable guides, books and websites are not created or endorsed by H.Beck, Inc.  These resources are maintained by an unaffiliated third party.  Outside third party materials may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers/Registered Investment Advisors.  H. Beck, Inc. makes no representation as to the completeness or accuracy of the information provided, and disclaims any responsibility for or endorsement of, the recommendations made at or content included on these materials. 

Websites

Let’s Make a Plan. This website can answer many of your questions about the benefits of working with a Certified Financial Planner. http://www.letsmakeaplan.org/home

Investopedia has a wonderful dictionary and other articles that you can use to enhance your knowledge about personal investing http://www.investopedia.com/dictionary/

The Wall Street Journal is another terrific resource for articles and the latest financial news and updates http://www.wsj.com

Books

A quick and handy reference book is “Money 911,” by Jean Chatzy.  This book a compilation of Q&A’s on many of your most pressing financial topics.

For the basics about understanding, money, and investing try “Guide to Understanding Money & Investing,” by Kenneth M. Morris and Virginia B. Morris. This oldie-but-goodie is a picture book for adults, and it is a terrific resource.

Downloadable brochures

The Consumer Guide to Financial Self-Defense

Financial Self Defense for Seniors

Resources

  • Recommendations
  • Document Checklist
  • Financial Calculators
  • How Much House Can You Afford?
  • Rework your budget
  • Inflation impact on retirement
  • how will my savings grow?
  • Retirement fund
  • Mortgage Calculator
  • How Much Car Can You Afford?

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 201-226-1040
Fax: 201-226-1312
Toll Free:

Email: rtroyano@rmtwealthmanagement.com

299 Market St., Suite 330, Saddle Brook, NJ 07663

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Securities offered through Grove Point Investments, LLC, member FINRA, SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. RMT Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Click here to view Form CRS.

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