skip navigation Joan Siegel, CFP® Certified Financial Planner™/ Tax Preparer HOME ABOUT US RESOURCES CONTACT US FLIPBOOKS Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. - Ben Bernanke, Former Chairman of the Federal Reserve These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. FINANCIAL MANAGEMENT INSIGHT: STRATEGIES TO HELP BUILD YOUR FUTURE The decisions you make about money form the basis for your financial future and can help you pursue your goals. UNDERSTANDING SOCIAL SECURITY AND MEDICARE: AMERICA’S RETIREMENT SAFETY NET Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. HIGHER EDUCATION: COLLEGE SAVING AND FUNDING STRATEGIES College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods. INVESTING BASICS: EMBARK ON YOUR WEALTH-BUILDING JOURNEY Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. TIME TO GET TAX-SAVVY: MANAGING YOUR TAX BURDEN Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use. ENVISIONING YOUR RETIREMENT: HOW TO PREPARE TODAY FOR A MORE FULFILLING TOMORROW The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path. WEALTH PRESERVATION: PLANNING TO LEAVE A LEGACY An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays. FINANCIAL PROTECTION: USING INSURANCE TO HELP MANAGE LIFE’S RISKS Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage. CONTACT US 212-45 26th Avenue Suite 5 Bayside, NY 11360 Phone: 718-423-7020 Fax: 718-423-1574 E-mail address: joan@joandsiegel.com Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com+ Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in CA,CT,FL,IL,MA,MI,NC,NJ,NV,NY,PA,TN,TX,VA. We are registered to sell Securities in CA,CT,FL,IL,MA,MI,NC,NJ,NV,NY,PA,TN,TX,VA. [ Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | www.ceteraadvisornetworks.com ] Site Map Important COVID-19 NY Executive Order Check the background of this investment professional