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SG Wealth Management, LLC

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Flemington, NJ
SG Wealth Management, LLC

Our expert services ensure long-term wealth management and secure your future

Whether you're an individual, family, business, or corporation, we specialize in creating personalized financial strategies that build confidence and protect your legacy. With over 25 years of experience at the core of everything we do, SG Wealth Management, LLC manages relationships with a long-term view. Whether you are an individual, family, business owner, or corporation, we develop customized

strategies to help you develop a strong sense of confidence, provide financial peace of mind, and safekeep your legacy.

04/15/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

04/14/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

02/18/2026

When it comes to managing your finances, understanding the difference between accrued interest and compound interest and how they work can make a big impact. Swipe through for a breakdown of these concepts and how they may impact your money.

Need help building a wealth management plan that works for your goals? Contact us today to get started with personalized guidance.

02/13/2026

During this month of love, we are sharing a timely reminder: love is priceless, but relationship milestones aren’t. For those in love and on a budget, here is an overview of key relationship costs:

💘 Date night reality check: The average American will spend about $2,279 on dates in a year.
💘 Ring talk: The average cost of an engagement ring in 2025 was about $5,000, with about 33% of Americans spending less than $3,000.
💘 Wedding budget ballpark: The average wedding costs about $33,000 in 2025, with the average cost-per-guest coming to $284.
💘Honeymoon spending: Over the past few years, the average cost of the honeymoon has lingered around $5,000, though the exact cost will depend on the destination and length of stay.
💘Home-buying costs: For many Americans, purchasing a home is a common step after tying the knot. In 2025, the median list price of a home was $405,967.

If you want to discuss an investment strategy to help support these milestones, call our office. We’ll help you make sure your financial picture can accommodate these events.

02/07/2026

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.

Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.

Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!

02/02/2026

February marks the 100th anniversary of official celebrations of Black History Month, an opportunity to reflect on the power of this annual commemoration and the enduring impact of Black Americans throughout history.

Here are a few key facts about how this important observance began:

💚 First created as a one-week observance in 1926 by historian Carter G. Woodson, it was expanded to Black History Month in 1976.
❤️ February was chosen to honor the birthday of Abraham Lincoln and the date Frederick Douglass chose to celebrate his birthdate.
💛 2026 marks the theme: “A Century of Black History Commemoration,” reflecting on this milestone of honoring Black history in the U.S. and around the world.

Whether you’re exploring history, literature, or local events, we hope you find time this month to engage in a way that feels meaningful to you.

01/19/2026

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite accounts of Dr. King’s life and legacy:

🔵"My Life with Martin Luther King, Jr." by Coretta Scott King
🔵"King: A Life" by Jonathan Eig
🔵"The Autobiography of Martin Luther King, Jr." edited by Clayborne Carson

If you’re looking for more ways to honor the day, you can visit thekingcenter.org for ideas, events, and resources.

Please note that in honor of the holiday, our office is closed on Monday, January 19th. We’ll be back on Tuesday, January 20th, and look forward to connecting with you then.

01/15/2026

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

01/09/2026

In recognition of Financial Wellness Month, it’s a great time to explore the benefits that can help support your employees’ financial needs.

Here are two impactful options that work to support employees:

✅Earned wage access - Life doesn’t wait until payday. Giving employees the option to access a portion of their earned wages early can help them handle emergencies without turning to costly alternatives.

✅Emergency savings accounts - Many workers lack a financial cushion for unexpected expenses. Employer-sponsored savings options — especially those with auto-enrollment or matching — can help employees build resilience and avoid high-interest loans.

If you’re interested in learning more about these benefits or introducing them into your benefits package, give us a call.

01/06/2026

The new year is a perfect time to revisit financial goals and make any necessary adjustments for the year ahead. To help you start 2026 off on the right foot, we’re sharing a few key steps to consider.

For personalized wealth management guidance, call our office today to schedule a New Year portfolio review.

Address

84 Park Avenue Suite G201B
Flemington, NJ
08822

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16093095533

Website

http://sgwealthfamily.com/

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