Financial Services, Tax and Accounting
Our team at Martin Kofman, CPA is uniquely qualified to assist you, your family, and your business with tax preparation and planning, wealth and investment management, saving for education, retirement planning, as well as providing other financial guidance.
Investment services are offered by (Martin S. Kofman) through his affiliation with HD Vest.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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.
What kind of auto insurance should you have? Do you know?
This worksheet can help you estimate the costs of a four-year college program.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
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.
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?