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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.