Joan Siegel, CFP - Financial Planning and Tax Preparation

Secure Your Future . . . Enrich Your Life

 

START PLANNING FOR YOUR FINANCIAL FUTURE . . . NOW!

Do you need a financial health checkup? Confused about college savings plans (529 plans)?  Need assistance with retirement planning?  Need direction for LTC and Life Insurance? 

Call for a complimentary comprehensive financial consultation.

Consultation by appointment only.

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CFP™, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Joan Siegel is a registered representative of, and offers securities through Walnut Street Securities, Inc. (member FINRA/SIPC),  L0809053102[exp1010]
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lease Payment

How much would your monthly lease payment be?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

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