Understanding Today’s Financial Environment
Welcome to the Wealth Management practice of Jeffrey J. Febbo, CFP®, located in Easton, PA. We understand that individuals face unique challenges as they prepare for the future. We can help take the mystery out of planning for today and tomorrow. Whether your goal is preparing for retirement, saving for college, income planning, or wealth accumulation, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
If you find it hard to attain personal life goals, there’s an app for that!
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A letter of instruction provides additional and more personal information regarding your estate.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The federal government requires deceased individuals to file a final income tax return.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are three things to consider before dipping into retirement savings to pay for college.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.