Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early

Welcome to Ivana Liberatore CPA, CFP® & Associates

Successful financial planning* needs to be centered around you and your personal financial needs.

Planning for the future allows you to know where you're headed and feel confident in where you stand in relation to your goals and intentions.

At Ivana Liberatore CPA, CFP® & Associates, our mission is to help you create a plan to pursue your vision of the future using tax and financial planning strategies. As both a tax and financial planning+ firm, we are uniquely qualified to help you with all of your financial needs. Our holistic approach to ongoing personalized financial services starts with taxes, defines and prioritizes the wealth management issues, creates a plan, and brings it to life.

Watch this video to learn about our unique approach to provide ongoing personalized financial services:


We will work with you, step by step, towards the destination of your goals through the creation of a financial plan+ with a tax efficient strategy personalized for you. We can provide valuable information and strategies to help you make important decisions during all of the many changes and milestones of life, such as:

  • Investing for the future
  • Financing a college education
  • Planning for retirement
  • Creating an estate plan
  • Planning for special situations
  • Managing family risk
  • Starting a business 

Ivana Liberatore CPA, CFP® & Associates provides the following services: Tax Planning and Preparation, Financial Planning*, Wealth Management, Retirement Planning*, Investment Management*, Education Planning*, Estate Planning, Cash Flow and Debt Management, Family Risk Planning, Business Planning, Special Situation Planning, and Insurance Services.

*These services are offered by both Ivana and Laura Liberatore through their affiliation with HD Vest Investment ServicesSM  + This service provided by Ivana Liberatore through her affiliation with HD Vest Advisory ServicesSM.


Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.


The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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