Matthew Siegel

Your online source for financial information and service.

Thank You for Visiting www.MatthewSiegel.net

 

MatthewSiegel.net was designed with you in mind.  There is a lot of information and resources here so take some time to explore.  Please return periodically as new content is added frequently.

 

You can learn about the 'AXA Discovery Process' or request a 'Periodic Review.'  In addition, the articles, calculators, and newsletters cover a wide array of interesting financial and lifestyle topics.

 

A little about me personally...  I was born and raised in New Jersey, am a graduate of Rutgers University, and currently reside in Millstone Township with my wife, Cheryl Ann, and our daughter, Hannah.  I serve the March of Dimes as Chairman of the Central Jersey Board of Directors, fundraiser, and advocate for the mission to improve the health of babies.

  

To reach me directly through this site, click on 'Appointment Sign-up' or 'Contact Us' and complete the simple online form.

- Matthew Siegel, Vice President, Northeast Division
Calculators

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

More Newsletters →