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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How literate are you when it comes to your finances? Brush up with these five basics.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here’s a guide to explain all the parts of Medicare.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
You’ve made investments your whole life. Work with us to help make the most of them.
That big list of dreams and goals isn't the only way to look at your bucket list.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.