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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
To choose a plan, it’s important to ask yourself four key questions.
Understanding how capital gains are taxed may help you refine your investment strategies.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here's a breakdown of how the federal government spends your tax money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
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.
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.