Master Plan Investment Group

Master Plan Investment Group Master Plan Investment Group: Your path to wealth, retirement, and financial wellness Please check FINRA’s Broker Check for a list of current registrations.

Disclosures: The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Looking back at this summer, my heart and calendar were both full. From client milestones and community gatherings to pr...
10/01/2026

Looking back at this summer, my heart and calendar were both full.

From client milestones and community gatherings to precious moments with family, this season was a powerful reminder of why we do what we do. When we talk about financial planning and wealth stewardship, it is never just about numbers on a page. It is about creating the freedom to show up fully for the people, work, and moments that matter most.

As we step into October and the final stretch of the year, taking a moment to reflect gives us the clarity we need to finish strong.

Swipe through for a few favorite highlights from the season.

What was one highlight or meaningful win from your summer? I would love to hear in the comments below.

09/28/2026

There’s a difference between not knowing and being unwilling to ask.

In a recent conversation with a newer advisor, I was reminded how easily we can let the fear of appearing uninformed keep us from getting the clarity we actually need. She hadn’t asked a few important follow-up questions because she felt like she should have already known the answers.

I told her, “You have to be the mama bear.”

When someone you love needs you to advocate for them, you don’t stop asking questions because you’re worried about how you’ll sound. You keep asking until you understand what’s happening and feel confident about what comes next.

That same responsibility matters when financial decisions are on the table.

As an advisor, you’re advocating for the people who trusted you with their financial lives. As an investor, you’re making decisions that may affect you and the people you care about for years to come.

There is no prize for pretending to understand something you don’t.

Ask the follow-up question. Ask for another explanation. Make sure you understand what’s being recommended, why it’s being recommended, and what you may not have considered yet.

Good financial decisions require clarity, not assumptions.

Be the mama bear. Before your next financial decision, give yourself permission to ask one more question.❤️

Grandparents often pass down more than family traditions. They can also influence how the next generation understands mo...
09/14/2026

Grandparents often pass down more than family traditions. They can also influence how the next generation understands money.

That influence might show up in the first savings account opened for a grandchild, conversations about how money was handled growing up, help with education expenses, or decisions about what will eventually be passed on.

Grandparents Day is a good time to think about the financial knowledge moving through your family alongside the assets.

Consider sharing one money lesson with your grandchildren that you wish someone had shared with you earlier. That conversation may become part of the legacy they remember.

Featuring our client: Lon Smith (client since: 2014)

👍🏾 Share this with a grandparent or TAG THEM below :)

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I write this newsletter the way I'd want someone to talk to me about my own money. Clear, honest, and useful enough to a...
08/21/2026

I write this newsletter the way I'd want someone to talk to me about my own money. Clear, honest, and useful enough to actually act on.

This month covers what's moving in the markets, a few things worth doing before fall picks up, a business I wanted you to know about, and a conversation most of us keep putting off.

If that sounds like something you want in your inbox, sign up using the link below.

https://lp.constantcontactpages.com/sl/sRPLkk2/mpig

Women control more than ten trillion dollars in U.S. household financial assets. Sixty-four percent of them have never i...
08/13/2026

Women control more than ten trillion dollars in U.S. household financial assets. Sixty-four percent of them have never invested.

That is not a knowledge problem. When researchers removed the "don't know" option from financial literacy questions, women's correct answers rose by fourteen percent. The knowledge was already there.

The hesitation is not the same as the inability.

When women do invest, Wells Fargo found they achieve higher returns while taking on less risk. The income is real. The ambition is not the question. The investing strategy just needs to catch up.

Master Plan Investment Group exists for the woman who has already figured out the hard part.

[Women And Wealth. Investing. Women In Finance. Financial Planning. Wealth Building. RIA Activate. Master Plan Investment Group.]

Black Business Month isn't just about celebrating individual businesses. It's about the ecosystem that keeps them runnin...
08/13/2026

Black Business Month isn't just about celebrating individual businesses. It's about the ecosystem that keeps them running, the accountants, attorneys, and advisors who help owners protect what they build.

Part of our work at Master Plan is retirement plan consulting for organizational leaders, including small and growing businesses throughout New Jersey and the tri-state area. Helping a founder set up their first 401k, or restructure one that's outgrown its original design, is some of the most rewarding work we do.

Business owners, what's the one financial decision you wish you'd made earlier in building your company?

She spent fifteen years running an organization that genuinely changed people's lives. Deeply respected. Underpaying her...
08/11/2026

She spent fifteen years running an organization that genuinely changed people's lives. Deeply respected. Underpaying herself. No retirement plan of her own.

The organization had a financial plan. She did not.

That pattern is more common in mission-driven work than most people realize. The cause gets everything. The personal finances get what is left over. And what is left over is usually not enough.

What we built together was a salary structure that reflected her worth, a retirement strategy that did not depend on the organization's future, and protection coverage that kept the mission running if something happened to her.

The work matters. So does the person doing it.

If you lead an organization and have been treating your personal financial life as secondary, I want you to reconsider that.

Nonprofit Executive. Financial Planning. Women And Wealth. Wealth Management. Retirement Planning. Master Plan Investment Group.

As we start the week, I want us to have a moment of reflection. Most financial advice was written for someone who had a ...
08/10/2026

As we start the week, I want us to have a moment of reflection. Most financial advice was written for someone who had a reference point. A parent who talked about money openly. Someone in the family who modeled what to do when the income got real.

If that was not your experience, the gap you feel is not a matter of capability. It is about context.

This carousel is for the person who arrived at real income and realized the playbook they grew up watching was never written for this moment.

You are not behind. You are building something the generation after you will not have to figure out from scratch. ❤️

[First Generation Wealth. Financial Planning. Women And Wealth. Investing. Wealth Building. Legacy. Master Plan Investment Group.]

You probably hired your financial professional the way many people do. A referral, a good first conversation, someone wh...
08/03/2026

You probably hired your financial professional the way many people do. A referral, a good first conversation, someone who seemed knowledgeable and made you feel in good hands.

What nobody told you is that there are two completely different legal standards governing what that person is actually required to do for you.

One standard says that the recommendation must be appropriate for you. Not the best option available, just appropriate. The other says your advisor is legally required to act in your best interest. Always. Not just when it is convenient.

Those are not the same thing, and the gap between them compounds over time in ways that are very hard to see until years have passed.

Before the next conversation with any financial professional, ask directly: Are you a fiduciary at all times? The hesitation in their answer is information.

Financial Planning. Wealth Management. Fiduciary. Women And Wealth. Investing. Master Plan Investment Group.

The version of this conversation most people imagine goes something like: show up with a spreadsheet, a clear goal, and ...
07/29/2026

The version of this conversation most people imagine goes something like: show up with a spreadsheet, a clear goal, and proof that you have already done the work.

That is not how it actually starts.

Most people come in with a number they are not proud of, a question they have been sitting on for two years, and the quiet hope that someone can just help them see what they are working with.

That is exactly enough to begin.

Financial Planning. Wealth Management. Women And Wealth. Investing. Master Plan Investment Group.

'Neda Ellison Bullock

Address

14 Mercer Street
Hopewell, NJ
08525

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16097510242

Website

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