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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Healthy habits are one of the greatest gifts to give your child.
What can be learned from the savings rate?
Here are six flags that may make your tax return prime for an IRS audit.
Knowing the rules may help you decide when to start benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate conservation is too important to put off. Do you have a smart exit strategy?