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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Purchasing homeowners insurance is critical for protecting your home.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Apps that help small business owners better manage and grow their business.
A four-step framework for building a personal legacy.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.
It's easy to let investments accumulate like old receipts in a junk drawer.