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.
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:
- Planning for retirement
- Creating an estate plan
- Financing a college education
- Planning for special situations
- Managing family risk
- Starting a business
*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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How Income Taxes Work
A quick look at how federal income taxes work.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
To choose a plan, it’s important to ask yourself four key questions.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Purchasing homeowners insurance is critical for protecting your home.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here is a quick history of the Federal Reserve and an overview of what it does.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.