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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There are ways to improve your physical fitness without denting your fiscal fitness.
How long does a $20 bill last?
It's important to understand the pros and cons when considering a prepaid debit card.
Five strategies for managing your student debt.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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 some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are Real Estate Investment Trusts right for your portfolio?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.