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1130 Hooper Avenue
Toms River, NJ 08753
(732) 240-3915
Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches
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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

Should You Tap Retirement Savings to Fund College?

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Three things to consider before dipping into retirement savings to pay for college.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Revising Estate Strategy Assumptions

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The ABCs of Zero Coupon Bonds

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A Taxing Story: Capital Gains and Losses

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Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

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

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This calculator helps estimate your federal estate tax liability.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

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

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An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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