skip navigation Joan Siegel, CFP® Certified Financial Planner™/ Tax Preparer HOME ABOUT US RESOURCES CONTACT US START PLANNING FOR YOUR FINANCIAL FUTURE NOW! Do you need a financial health checkup? Confused about college savings plans (529 plans)? Need assistance with retirement planning? Need direction for LTC and Life Insurance? Have questions about taxable events? Call for a complimentary comprehensive financial consultation. Consultation by appointment only. Email cannot be used to enter trades. "Plan Your Future...Enrich Your Life" CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements. NEWSLETTERS HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market? Explore some key factors between the housing squeeze and recent signs that suggest it may be easing. Your Business: Reasons to Keep Personal and Business Finances Separate Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes. Real Estate for Income and Diversification Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more. Considerations When Making Gifts to Children This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren. More Newsletters CALCULATORS Mortgage Refinancing Determine whether you should consider refinancing your mortgage. Loan Payoff How much will it cost to pay off a loan over its lifetime? Disability Income Insurance How much Disability Income Insurance do you need? Estate Taxes Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. More Calculators 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 + LEARNING CENTER 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