1130 Hooper Avenue
Toms River, NJ 08753
(732) 240-3915
File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit
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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 HD Vest.         

Helpful Content

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Red Flags for Tax Auditors

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The Financial Literacy Crisis

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Eight Mistakes That Can Upend Your Retirement

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Systematic Withdrawals in Retirement

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

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Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Safeguard Your Digital Estate

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

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