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

Inflation & Your Money

Inflation & Your Money

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

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Spotting Credit Trouble

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

Assess Life Insurance Needs

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

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Facts About Income Tax

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Your DNA Test

If you have a family that 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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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