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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Cash Flow Analysis

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

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When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

Bridging the Gap with a Spousal IRA

Couples might consider a spousal IRA to help keep the retirement savings of both spouses on track.

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