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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What can be learned from the savings rate?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.