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.
Helpful Content
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
View all articles 
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.