First Financial Investment & Retirement Center

First Financial Investment & Retirement Center Where do you see yourself in 5, 10, even 20 years? We'll work toward creating a financial future that can make those goals a reality.

The First Financial Investment & Retirement Center is available to learn about your goals and work with you on strategy.

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision a...
08/20/2026

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account. Individuals typically have four choices with the 401(k) account they accrued at a previous employer. To learn more about these options or get started with the rollover process, reach out to me today.

Continue reading: https://blog.firstffcu.com/2026/08/19/choices-for-your-401k-at-a-former-employer/

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotion...
08/06/2026

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare in a virtual seminar on 8/26 at 6pm. Register at: https://trustage.zoom.us/webinar/register/WN_0uk9ALVrTPOPG8xysJeDNA #/registration

35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say finan...
07/24/2026

35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail. Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. Keep reading to find out about some important money tips for newlyweds:
https://blog.firstffcu.com/2026/06/23/prevent-a-rift-money-tips-for-newlyweds/

☀️📚 If your summer plans include tackling a reading list – consider adding a twist of finance to it! Summer is the perfe...
07/10/2026

☀️📚 If your summer plans include tackling a reading list – consider adding a twist of finance to it! Summer is the perfect time to brush up on financial literacy.

Be sure to dive into wealth history, timeless tactics, strategic thinking, and epic trades - all from the beach. Turn some pages and level up your financial reading! 📖

If you have any questions once you’ve completed your list or just want to have a conversation about planning your financial future – contact me at 732-312-1500, Option 2 or send me a direct message.

Happy 250th Birthday America! 🎂🎈 Today, we celebrate the land of the free and the home of the brave! On this day in 1776...
07/04/2026

Happy 250th Birthday America! 🎂🎈

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence - paving the way for freedom, opportunity, and the American spirit we cherish today. 🗽

🍔🌭 As we enjoy fireworks, BBQs, and time with loved ones - let’s pause to remember the courage and sacrifice that built this great nation. Have a wonderful weekend!

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and...
06/10/2026

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In a virtual seminar on 6/24 at 6pm, you’ll learn some of the rules we need to follow and the options available. Register here:
https://trustage.zoom.us/webinar/register/WN_hSFEEG3OTMKKc0zVNltkKw #/registration

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild...
05/21/2026

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a more common situation than you might think. Read our latest article to find out what you can do with an existing 529 account if your children or grandkids decide not to attend college:
https://blog.firstffcu.com/2026/05/12/what-can-you-do-with-a-529-account-if-your-kids-decide-against-college/

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389 Route 9 North
Freehold, NJ
07728

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+17323121534

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