Janell Israel and Associates

Certified Financial Planner, Tax Planning & Preparation Services

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with National Planning Corporation., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor National Planning Corporation makes any guarantee as to the accuracy or completeness of this information

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Home Affordability

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

Impact of Inflation

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

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Know Your Credit Score

Do you know your FICO score? Here are some tips on how to improve your credit score and maintain your high score.

New Law Requires Notification of Medicare Observation Status

The distinction between observation care and inpatient status while in the hospital can make a difference in a patient’s out-of-pocket costs.

Family Limited Partnerships for the Next Generation

A family limited partnership could help business owners and their heirs address business succession and other issues.

Evaluating a Pension Plan Offer

How lump-sum offers are calculated plus factors and trade-offs to consider when a lump-sum offer is on the table.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck