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 a financial advisor who is also a CFP®, Certified Financial Planner, and a CPA, I can help you create a financial plan to pursue your current and future goals using financial planning and tax strategies. I 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, buying a home, financing a college education, starting a business, planning for special situations, and much more.
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.
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.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to make sure your retirement strategy anticipates health-care expenses.
Being healthy not only makes you feel good, it may also help you financially.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Recent changes in estate tax laws could affect the strategy you have in place.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What does your home really cost?
When do you need a will? The answer is easy: right now.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.