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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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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.