Putting it all together
As a business owner, you have enough to worry about. Your time and energy are in great demand. However, if you are not dedicating enough resources to examining and monitoring your business, you are likely missing vital opportunities to make more money. Take a look at the services we offer to find out how we can help your business thrive.
Experience you can count on
Our mission is to provide accounting and financial services for businesses and individuals and to provide a roadmap to a successful future. Setting goals is one of the most important steps in creating confidence in your financial future. Jane Coralluzzo has over 18 years experience in helping business owners and individuals meet their financial goals. Her team of professionals set their clients at ease by helping them get organized, establish a realistic plan of attack, and take the necessary steps to reach their full earning potential. To meet with Jane Coralluzzo, CPA and her team of professionals, visit our contact page.
Make TODAY the day you take your future into your hands
Do you worry that you won’t have enough money to retire? If you knew you had a plan in place that would help you create a comfortable retirement, wouldn’t that take the proverbial weight off of your shoulders? Don’t delay any longer.
If not today... when?
We specialize in helping business owners discover the tools they need to succeed. We’d welcome the opportunity to speak with you, at no charge, about your tax and financial situation. You might be surprised at the difference a little careful planning can make in the long run. Call 856-853-7368.
Thinking about your retirement?
Our typical new client is a Boomer with most of his accumulated assets in his former employer’s 401(k) and his home equity. He knows that his investments are the key to his retirement, but he is afraid to make a mistake with them. He may have an inheritance coming from his parents, but he is also concerned about their care. He may have some college funds for his children, but he is worried that they may not cover everything. He has all kinds of insurance, but he doesn’t know if it is too much or too little.
Sound familiar? I can help.
If you’d like to speak with us in person, I would be happy to meet with you. An initial meeting with me is completely free of charge, private, and confidential. I would welcome the opportunity to answer any questions you may have, get to know you, tell you more about myself, and find out if we would make a good team.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
What's the interest rate on the lease you're considering?
More Calculators →
Preparing for Mid-Terms
Regardless of your enthusiasm for participating in the upcoming elections, it's important to consider how the 2010 mid-terms could affect your finances.
Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.
Small Business Offered Rare Health Insurance Incentives
Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.
HOT TOPIC: Consider the Risks of Relying on Social Security
For the second time in as many years, Social Security beneficiaries will not receive an anticipated cost-of-living adjustment. Although the decision to freeze benefits in 2011 is not directly related to the social insurance programs fragile financial situation, it might be a good idea to expect more surprises from Social Security.
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Educate yourself on a variety of financial topics.
Manage your taxes and prepare for the upcoming tax season.
Founded in 1977 and franchising since 1992, United Check Cashing® is a pioneer in the check-cashing industry. United check cashing provides a variety of vital financial services for consumers who pref