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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Second marriages are a trigger event to revisit any existing estate strategies.
Do you have an estate strategy? You should.
Don’t overlook the need for renter’s insurance if you rent your home.
How long does a $20 bill last?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
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
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s been a lot of talk about Tax Reform. What might it look like?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the cycle of investing may help you avoid easy pitfalls.