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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Do you have an estate strategy? You should.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The recent market drop is an important reminder of why it's important to take a long-term view.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial professional about changes in your situation.