Alan Siegel, MBA, CFS®, CLTC, CFCA®, Certified Kingdom Advisor®
Welcome to our website. We are glad to have you visit. There is a wealth of information available that can help you in many ways.
There are several links under ABOUT US that will help you to get to know us, what we do, and what makes us different.
There are several other links that will allow you to contact us, request information, access your personal investment account information and more. This includes information about Biblically Responsible Investing and many useful links regarding research, products and services.
If you access MARKET WATCH, you can review today's market activity or get quotes on stocks that may be of interest to you.
The LEARNING CENTER is filled with articles, newsletters, financial calculators,
e-seminars and other tools that will provide tremendous information and answers to many questions that you may have.
Thank you for taking the time to get to know us a little better. We hope to have an opportunity to get to know you, too. Call our office or click here to send us an email.
Blessings... Alan Siegel
Kingdom Advisors Document
Newsletters
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.