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.


 

     


 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Home Affordability

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

More Calculators →

Comparing Your Retirement Plan Options

A look at some specific features of employer-sponsored retirement plans (401(k) plans, SEP IRAs, and SIMPLE IRAs).

Focused on College Funding

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

Reclassifying Real Estate

How REITs differ from other types of stocks and why the sector change might affect the portfolios of some investors.

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.

More Newsletters →