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!
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Do you have an estate strategy? You should.
Gaining a better understanding of municipal bonds makes more sense than ever.
Ascertaining the value of your business is important for a variety of reasons.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are three things to consider before dipping into retirement savings to pay for college.
Women must be ready to spend, on average, more years in retirement than men.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.