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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

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