Jane Coralluzzo

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.

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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