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Category: Wealth Management

September 24, 2022September 24, 2022Investment, Mortgage, New Jersey, strategy, Wealth Management

Understanding inflation’s impact on me/us

Residential home prices have a huge impact on my own family’s financial success* (I/my/me) and my clients (our/us). I have historically focused […]

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February 5, 2020February 6, 2020Financial Planning, Tax Planning, Taxes, Wealth Management

Three simple steps to tax nirvana

Taxes are perceived differently by each individual even though the overall set of chaotic rules is the same for all of us. […]

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December 22, 2019December 22, 2019401(k), Financial Planning, Retirement, Tax Planning, Wealth Management

IRAs and the Retirement Income Myth

Tony Novak, CPA financial planner

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June 11, 2019June 11, 2019Accounting, Financial Planning, Small Business, Wealth Management

An accounting niche opposite the AICPA trend

An advertisement by a top-qualify national information publishing firm joined up with a prominent AICPA event to deliver an educational program designed […]

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August 29, 2018August 29, 2018Leadership, Values, Wealth Management

Do not despair

I took comfort in John McCain’s final message this week. I do tend to despair in seeing that our lives, our finances, […]

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January 20, 2018January 20, 2018Estate planning, Ethics, Financial Planning, Health and wellness, Health Insurance, Legal, Real Estate, Wealth Management

The Basics of Medicaid Planning

This blog post lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration […]

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December 28, 2017December 28, 2017Tax Planning, Taxes, Wealth Management

Terminology of Federal Income Taxes

Lately we’ve heard plenty of discussion about tax law. It seems especially common right now when tax terms have come up multiple […]

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December 19, 2017Investment, Tax Planning, Wealth Management

Good for CPAs, Bad for RIAs

As great as this tax bill is for CPAs who offer tax planning services, it is just as bad for investment advisers. […]

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July 18, 2017Accounting, Financial Planning, Investment, Wealth Management

Fiduciary Rule will shake up the financial services industry

Most of us in the financial services or advisory professions are generally aware of the impact of the “Fiduciary Rule”.  But few, […]

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May 13, 2017May 13, 2017Financial Planning, News and Politics, Values, Wealth Management

Are you a financial revolutionist?

A revolutionist is someone who wants to change the world — not just sitting around talking about it, but actually doing something […]

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Tony Novak CPA, MBA, MT

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This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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