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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
For many, retirement includes contributing their time and talents to an organization in need.
A few strategies that may help you prepare for the cost of higher education.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Military families face unique challenges, making personal finance even more critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work in 2012 to pay federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
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? The answer is easy: right now.