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.
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
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
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding how a stock works is key to understanding your investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
An inside look at how marginal income tax brackets work.
How to help determine life insurance needs to provide for your family after you pass away.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all your options when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.