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.
Around the country, attitudes about retirement are shifting.
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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
To choose a plan, it’s important to ask yourself four key questions.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Four vacation destinations you might never have thought of.
One way to find money is to examine your current spending habits and eliminate money wasters.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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 three things to consider before dipping into retirement savings to pay for college.
Have you explored all your options when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.