Broker Check

175 Highland Avenue
Suite 301
Needham, MA 02494

Martin S. Kofman, CPA

(781) 726-7575

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

 

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. 

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Rule of 72

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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