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.

Email should not be used to enter trades

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)

L1110142007[exp1211][CA,CT,FL,MA,NJ,NY,PA]
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

More Newsletters →