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22 Lawrence Avenue
Suite 103
Smithtown, NY 11787

Brian E. Glickman CPA, RFC®, PFS

 
Events on Wall Street The Cycle of Investing The Facts About Income Tax

Welcome to Brian E. Glickman CPA, RFC®, PFS, The Investment Center

Planning for your financial future is something that can be a daunting challenge.  First and foremost, there is the task of finding a planner with the credentials, knowledge and professional expertise to address your goals.

A CPA who is also a Financial Planner is in an ideal position to understand your current financial situation.  He is specially trained to help you prepare for the future by providing objective and independent advice that will enable you to make informed decisions. CPA's have been ranked among the most valued and respected professionals for more than 125 years in terms of consumer trust and confidence.

Only individuals who have passed both the rigorous CPA exam and the PFP Exam or have met various experience requirements receive the designation of PFS, Personal Financial Specialist.  A CPA is required to obtain forty hours of Continuing Professional Education annually to maintain their license.  Holders of the PFS designation are required to have sixty hours every three years, of CPE focused exclusively on financial planning topics.

CPA Financial Planners can provide the full range of services that will help you on your path to retirement. These services can include estate and retirement planning,  investments, insurance, college planning and tax preparation. Since all aspects of personal financial planning have tax implications, the PFS professional has the experience, ethics, knowledge and expertise to successfully focus on them.

I look forward to showing you the difference that a CPA, PFS, Personal Financial Specialist can make in addressing your current and future financial goals.

 

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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