Do you need to save for a home purchase, a dream vacation, or to make sure your children receive an inheritance? One of our experienced CPA's can help you develop a financial planning strategy to help you achieve your goals, whatever they may be. Arnone & Co, PA should be your first choice for financial planning services.
With over two decades of experience, we are well-qualified to be your financial advisor. Contact us today to discover practical steps you can take to save money and grow your wealth.
Is it time to set up a trust? Should your will be reviewed? Who will inherit your final estate? These are all questions we can provide guidance on. We are not attorneys, but we can help you know when its time to visit one.
Some personal finance terms you should know:
•Cash Flow - the difference between your income and expenses
•Capital Gain - the profit made from selling an asset
•Cost Basis - the amount you paid for a security or what an inherited security was worth
•Estate Planning - the process of preparing your finances for when you die
•Financial Statement - a report that shows your financial activity for a given period of time
•Liquidity - how quickly and easily you can pull cash out of a particular investment
•Net Worth - the difference between your assets and your liabilities
•Power of Attorney - designation you can give a person to make major decisions for you
•Tax-deferred - a type of asset that allows deferral of taxes until money is withdrawn
At Arnone & Co, PA, we can simplify complex financial planning matters. Contact us today to speak with a knowledgeable account.
While speaking with a local CPA, you might come across several terms you're not familiar with. Here are a few definitions you should know:
Investment advisory services offered through Financial Partners Group, Inc., an SEC registered investment adviser. Custody and other brokerage services proved to clients of Financial Partners Group, Inc. are offered by Fidelity Brokerage Services, LLC, Member NYSE/SIPC.