Febbo Wealth Management

Febbo Wealth Management Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership frm any other named entity.

Wealth Management, Retirement Planning, Retirement Income Planning, Educational Planning, Estate Planning, & Insurance Planning

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Securities registered in: AZ, CA, CO, DE, FL, GA, IN, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA. Cetera Financial Speci

alists LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Making a change to your company's 401(k) plan might feel like a big undertaking, but it doesn’t have to be. With the rig...
08/19/2026

Making a change to your company's 401(k) plan might feel like a big undertaking, but it doesn’t have to be.

With the right guidance, the transition can be more seamless than expected, and the long-term benefits for your team can be well worth it. From improved plan features to better alignment with your company’s goals, a thoughtful change can make a meaningful difference.

If this is something you have been considering, now may be a great time to start the conversation. Reach out to us today to explore your options and take the next steps with confidence.

Tax season may be behind you, but there may still be planning opportunities ahead.A midyear or early-fall tax check-in c...
08/14/2026

Tax season may be behind you, but there may still be planning opportunities ahead.

A midyear or early-fall tax check-in can clarify where you stand today and reveal adjustments you may still make, from refining withholdings to evaluating year-end strategies. Doing this now can help reduce surprises and create more flexibility before deadlines approach.

Our team is here to help you review your current position and identify opportunities while there is still time to act. Reach out today to start the conversation.

For high-net-worth (HNW) individuals, financial lives often become more complex over time. Market movement, business dev...
07/15/2026

For high-net-worth (HNW) individuals, financial lives often become more complex over time. Market movement, business developments, changes in income, and evolving family priorities can all introduce new considerations throughout the year.

Sometimes these changes create financial blind spots, meaning risks or inefficiencies that develop quietly and may not be obvious at first glance.

A mid-year financial review can help bring those areas into focus by identifying gaps that may have emerged since the start of the year. Additionally, it can help you review changes in income, markets, or personal circumstances, ensuring your current strategy still reflects your priorities.

Taking the time to review your strategy now can help address issues early and keep your financial plan aligned with your goals. If you would like to schedule a mid-year financial review, contact us to start the conversation.

Happy Fourth of July!Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether t...
07/03/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

Mid-year is a good time to review your financial strategy, especially if you’ve recently experienced a major life event....
06/24/2026

Mid-year is a good time to review your financial strategy, especially if you’ve recently experienced a major life event. When income, family structure, taxes, or risk exposure change, your strategy should evolve too.

Here are a few life events that may signal it’s time for a review:
🔵 Career Changes or Income Shifts - Promotions, new roles, or job transitions can alter retirement strategy, benefits, and overall income stability.
🔵 Marriage or Partnership Changes - Combining finances with a spouse or long-term partner affects debt management, retirement strategy, and investing goals.
🔵 Divorce or Separation - Asset division, new housing costs, and changing household income may require adjustments to savings rates, investment risk levels, and long-term retirement timelines.
🔵 Birth or Adoption of a Child - Adding a dependent introduces new long-term expenses and planning considerations.
🔵 Inheritance or Windfall Events - Sudden liquidity can strengthen long-term planning if integrated thoughtfully.
🔵 Home Purchase or Relocation - Housing decisions influence overall liquidity and debt, and often require long-term planning to manage.

Life events often reshape financial reality faster than markets do. If you’d like to discuss how recent life changes may affect your strategy, feel free to reach out. We’re always here to help.

Here’s the scoop: It’s time to celebrate Father's Day! We wanted to shout out all of the dads, grandfathers, and father ...
06/21/2026

Here’s the scoop: It’s time to celebrate Father's Day! We wanted to shout out all of the dads, grandfathers, and father figures who make our lives special. We hope that this Father’s Day is filled with quality time, well-deserved rest, and maybe even a couple of dad jokes.

Mid-year 401(k) plan administration and communication check-ins aren’t just about improving the employee experience. Th...
06/10/2026

Mid-year 401(k) plan administration and communication check-ins aren’t just about improving the employee experience. This can also be a valuable time to revisit internal workflows to ensure management feels supported in communicating with their direct reports about 401(k) participation, features, and more.

Here are a few key ways internal processes can be revisited during a mid-year check-in:
🔷 Give guidance to leadership on 401(k) communication - Provide managers with simple talking points so they can reinforce benefit awareness during team check-ins or routine communications.
🔷 Revisit onboarding touchpoints - Take stock of how regularly new-hires are nudged about 401(k) plan participation and work together with management to create new opportunities to engage teammates.
🔷 Set clear internal engagement goals - Establish measurable objectives such as participation growth, contribution increases, or engagement benchmarks to track progress before year-end.

We hope you find these tips helpful. As always, if you have any questions about your 401(k) plan, don’t hesitate to reach out. We’re here to be a resource for you.

If you have been reevaluating your 401(k) plan as the year reaches its mid-way point, you might’ve thought about adding ...
05/13/2026

If you have been reevaluating your 401(k) plan as the year reaches its mid-way point, you might’ve thought about adding or revamping an employer matching plan.

Employer match is a great fit for companies that are looking to incentivize employees to participate in their 401(k) plans, increase employee satisfaction, and boost recruitment. However, the specifics of what an employer-matching plan looks like depend on your business's needs and the level of match you can accommodate. That’s where we come in. We’re here to help you ensure your benefits meet your team’s needs and stay within your budget. We can talk through the specifics of adding employer matching to your 401(k) plan or revamping a current employer match plan.

Give us a call today, and we can get started.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support. We hope your day is filled with the appreciation, warmth, and joy you so richly deserve. Happy Mother's Day!

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information student...
05/05/2026


The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:
✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time! Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

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4030 William Penn Highway
Easton, PA
18045

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