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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
An inside look at how marginal income tax brackets work.
Here are six flags that may make your tax return prime for an IRS audit.
Retirees traveling abroad need to know that their health insurance travels with them.
Good employee health can be great for the company’s bottom line.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.