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

Taxable Equivalent Yield

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

Lease Interest

What's the interest rate on the lease you're considering?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

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