William J. Mastalski, CFP(R) of Janney Montgomery Scott LLC








Mission: To help clients achieve and maintain financial independence.

 

 

 

 

 

 


 

 

 







 

 

Visit my TEST DRIVE YOUR RETIREMENT PAGE for more information

 

Welcome to my website! For over 20 years, I've dedicated my career to guiding investors through some of life's most challenging financial situations. Through consultation, education and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients accumulate, grow, preserve and enjoy their wealth.

In order to replicate that success in today's ever-changing marketplace, communication is critical to keeping you up-to-date on how current market events, potential new legislation and changes to your policies and accounts could impact your financial plan. This website will serve to facilitate my communication process, address your investment questions and enable you to access your account online—all from the comfort of your home or office. Of course, I welcome your questions and comments either by phone or email, so please don't hesitate to contact me.


 

     


 

Home Affordability

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Universal Life for Flexibility

With a universal life insurance policy you can change the frequency and amount of premium payments or death benefit.

Enticing the Crowd: New Rules for Raising Capital Online

An overview of the SEC’s new crowdfunding rules and how campaigns may be used to launch or expand a small business.

Focused on College Funding

The flexible features and tax advantages associated with 529 plans, as well as their impact on financial aid.

Changing Jobs? Careful with Your 401(k)

Are you thinking about cashing out of a 401(k) plan? Do you know your options and the potential consequences?

More Newsletters →