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
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.