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Dec 26, 2013

Credit.com Blog: A “State of the Union” for your Finances?

Don’t Overlook Occasional Expenses – Jorie Johnson, a certified financial planner in New Jersey, said her clients often run into budget problems in this department...

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Sep 6, 2012

Dow Jones Advisor: Tougher Advice on Deferred

Jorie Johnson, an adviser in Manasquan, N.J., recently reminded clients to look twice at any employer’s offer of deferred comp...

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May 4, 2012

SOS Children’s Villages: Canada – Money Matters and Children

New Jersey financial adviser, Jorie Johnson, profiled today by the Wall Street Journal, says no one is too young to learn the basics of good finance...

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May 3, 2012

Grandparents.com: 7 Aha Ways to Save Even More Money

We spoke with Jorie Johnson, a certified financial planner and president of Financial Futures in Manasquan, New Jersey...

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April 5, 2012

Wall Street Journal: Teaching Children the Basics of Investing

Jorie Johnson speaks about setting goals to second graders at the Allenwood School in Allenwood NJ...

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March 16, 2012

Main Street.com: 10 Money Challenges Everyone Should Try

Certified Financial Planner Jorie Johnson of Financial Futures, LLC in Manasquan, N.J., suggests cooking meals only with ingredients that you already have in your pantry or fridge once a month for two to three days straight...

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November 22, 2011

Mint: Paying Down Your Mortgage vs Investing More

Jorie Johnson, a certified financial planner in Manasquan, New Jersey, doesn’t take a client’s mortgage into account when setting up their investment portfolio for this reason...

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November 8, 2011

SmartMoney Magazine: Should I Buy Equity-Indexed Life Insurance?

Most 60-year-olds don’t need equity-indexed life insurance, says Jorie Johnson, a certified financial planner at Manasquan, New Jersey-based Financial Futures...

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October 3, 2011

AOL Daily Finance: Breast Cancer’s Financial Toll: The High Cost of Fighting for Your Life

Enlist them too, to help research doctors, treatment centers, etc. Good information can save you money. “Don’t be complacent about shopping and comparing medical costs,” says Jorie Johnson, a certified financial planner with Financial Futures...

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September 29, 2011

Asbury Park Press: Rethinking money 101: Tough times add a twist to old financial tips

“That’s not true,” said Jorie Johnson, a certified financial planner who owns Financial Futures in Manasquan. “Real estate in a single-family home environment is never an investment,” she said...

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September 27, 2011

Review Journal: REITs offer real holdings without traditional costs of ownership

True enough. But the kind of real estate planners are advising “doesn’t have anything to do with single family homes,” notes Jorie Johnson, a Manasquan, N.J., financial planner...

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August 28, 2011

Fox Business: Bankers Assess Storm Damage From Irene In Tri-State Area

The storm left Jorie Johnson, a financial planner with Financial Futures LLC in Manasquan, N.J., without power at her home briefly Sunday morning. But by 10:00 a.m. all systems were on and she planned to walk to her office, one mile away, for a normal day of work Monday...

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August 17, 2011

Money Magazine: Help Desk

If spouses each have a 401(k) plan, duplication is likely; don’t focus on whether they overlap, but how they overlap. “You’re going to be living off the total sum of these funds one day,” says Jorie Johnson, a financial planner in Manasquan, N.J., so you want to view both plans as part of a single portfolio...

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July 19, 2011

Mint: Does the Debt Ceiling Debate Matter to Your Portfolio?

The debate over the debt ceiling is candy for pundits and headline writers. The scary writes itself. Is the United States bankrupt? Will the US default on its debt? Double-dip recession? No Social Security checks for Granny?...

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March 14, 2011

The Wall Street Journal: Making Sure the Kids Are All Right

For parents of children with special needs, keeping up with the day-to-day care is challenging enough. Planning for the child’s financial future is sometimes too much to contemplate...

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September 17, 2010

New York Times: Reasons Not to Refinance a Mortgage

LEW ALTFEST knows how clients will react when he tells them they shouldn’t refinance their mortgages...

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August 29, 2010

Asbury Park Press: COUNTERPOINT: Increasing capital gains rate will slow economy’s growth

You work hard, earn an income and pay your share of income taxes. What you do with your hard-earned dollar next is your decision. However, the government influences your decision through our taxation system. You could choose to either spend your money or save it...

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August 8, 2010

Investment News: New rules of the real estate game

Real estate used to be one of the engines that drove the economy; now it’s looking to the economy for a jump‑start...

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August 1, 2010

NAPFA Advisor Magazine: Using Video Conferencing

A collection of practice management and client service ideas submitted by NAPFA members. The Dos and Don’ts of Video Conferencing with Clients...

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July 30, 2010

New York Times: Social Security Jitters? Better Prepare Now

If you are worried about the future of Social Security, join the crowd...

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July 1, 2010

Money Magazine: Ask the Experts: Your Portfolio

Is there one place where I can determine my current asset allocation?...

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June 21, 2010

Fund Action: Annuities

Have you been advising your clients to use an annuity in their portfolio in light of recent concerns over insurer defaults? Why or why not?...

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February 3, 2010

Mint: Making the Most of a Windfall

You’ve heard the story of the lottery winner who burns through his millions like Monopoly money and ends up in a trailer park...

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February 22, 2009

The Washington Post: Casting for Those Stimulus Benefits

Consumers Hoping for a Big Haul Might Find the Details Slippery...

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February 12, 2009

BusinessWeek: Advice for Young Investors

It’s a bewildering time to begin saving and investing. BusinessWeek asked financial advisers for words of wisdom for the young investor...

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July 8, 2008

Financial Advisor Magazine: Bump In The Road

What’s up with 529 college savings plans? On paper, these investment vehicles should be a smashing success – after all, they’re generally recognized as the best way to save for a child’s college education thanks to their generous tax breaks...

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April 1, 2008

Financial Planning Magazine: Getting A Virtual Grip

Technology tools aimed at the financial planning world have gone way beyond the gee-whiz phase and morphed into necessities for those advisors who want to carve as much time as possible away from back-office duties...

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March 21, 2008

The Star-Ledger: How I Help My Clients

I identify and define their financial goals by prioritizing what is important to them...

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March 20, 2008

WorkingMother.com: Time Is Money – College Saving Savvy

By the time your baby turns 18, you can either send her to college or buy a small island...

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January 30, 2008

The Star-Ledger: A January To Forget

In the 20 years Mike Marcotullio has worked on Wall Street, he’s seen historic market reversals that pushed weaker men to the brink of despair...

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June 24, 2007

BusinessWeek: So You Need a Financial Planner

They cost money – and you should be wary of conflicts of interest – but professional advice can go a long way in securing your future...

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May 18, 2007

Investor’s Business Daily: Plans Can Prevent Wedding-Bell Blues

June weddings follow May invitations to happy ceremonies. You may even be planning nuptials for June of next year already. Whatever timetable you’re on, careful planning is needed to keep costs under control...

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March 15, 2007

CareerAdviser: Saving Too Much?

Are Planners Pushing Too Hard For Savings? Most say that’s laughable...

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January, 2007

Kiplinger’s: A Landlord Seeks A Solid Foundation

This cash-poor investor needs to diversify...

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November 16, 2006

CareerAdviser: Teaching Teens

Helping young people gain financial savvy can reap many rewards...

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June 16, 2006

Bloomberg BusinessWeek: Preparing Your Finances for Disaster

When things go wrong, ready access to cash, adequate insurance, and secure documents can stop a bad situation from becoming irreparably worse...

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April 3, 2006

InvestmentNews: REIT returns baffle some advisers, please others

The good returns that continue to be generated by real estate investments – particularly real estate investment trusts – puzzle Veena Kutler, a principal with financial advisory firm Mosaic Wealth Management...

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October 3, 2004

The Star-Ledger: Mutual Funds In The ‘Right’ Accounts

Our philosophy is to invest in mutual funds and index funds as appropriate in taxable, tax-free and tax-deferred accounts for the long term......

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