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!
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A four-step framework for building a personal legacy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This worksheet can help you estimate the costs of a four-year college program.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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 some smart strategies that may help you pursue your investment objectives
When should you take your Social Security benefit?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know these three personal finance sayings?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.