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.
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

More Newsletters →