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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Goals

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

More Newsletters →