Do You Understand Today’s Financial Environment? Really?...
Welcome, I’m Matt Peregoy! I am the founder and President of Financial Enterprise, Inc. As a financial professional in Brick, NJ, I understand individuals face unique challenges to their specific financial needs. Whether your goal is saving for retirement, or through retirement; pre-college tuition, or paying while in college; coordinating estate and tax strategies… investments or insurance, our personalized research and service focuses on helping you succeed! We help take the mystery out of preparing for today AND tomorrow, and we do it together.
25 years of experience, and a multitude of resources and research partners will help us address your needs. Today, tomorrow and for many years to come, we look forward to working with you through all stages of your life. Please call (732) 202-7241, ask for Matt!
The History of Retirement
Do you know where the idea of “retirement” comes from?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It may help your business be better prepared in the event of the death of a principal or key employee.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
There are a few things to consider when buying or leasing your next vehicle.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.