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1130 Hooper Avenue
Toms River, NJ 08753
(732) 240-3915
The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation
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Joseph A. Cannova CPA CFP® - a Certified Public Accounting Firm and a Certified Financial Planning Firm

Do you have your taxes prepared by an accountant?  Your Investments managed by an advisor?  Your insurance provided through a broker?  Or are you doing it all yourself?  Our firm can help you with all of it!

We provide comprehensive tax, accounting, and consulting services in concert with complete wealth management services for individuals and businesses.  Whatever tax or financial circumstances you may have, we have the experience, insight and knowledge to assist you in pursuing your goals. 

Conveniently located in Toms River, NJ, Joe Cannova has been providing clients with outstanding personalized service for over 25 years.  The trust we have earned from our clients and the strong relationships that have been built over the years make us proud. 

*Investment and financial planning services are offered by Joseph A. Cannova through his affiliation with Avantax.

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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