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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Being healthy not only makes you feel good, it may also help you financially.
Is your estate in order? This short quiz may help you assess your overall strategy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding the value of a home warranty.
When you’re married and have children, insurance needs will be different.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.