222 East McMurray Road
Suite A
McMurray, PA 15317

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Ivana Liberatore CPA, CFP® & Associates

724-942-3340

 
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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.

 

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

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5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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