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175 Highland Avenue
Suite 301
Needham, MA 02494

Martin S. Kofman, CPA

(781) 726-7575

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

 

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

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

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

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Power of Tax-Deferred Growth

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

Are Alternative Investments Right for You?

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

Surprises

Making the most of surprises is a great reason to work with us.

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

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