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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding the value of a home warranty.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Being healthy not only makes you feel good, it may also help you financially.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are things about Social Security that might surprise you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
All about how missing the best market days (or the worst!) might affect your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.