Understanding Today’s Financial Environment
Welcome to Jack B. Murad, CPA, MBT Financial Services, a Comprehensive Wealth Management & Tax Services Firm located in Woodland Hills, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
As a Comprehensive Wealth Management & Tax Services Firm, we have almost three decades of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When you’re married and have children, insurance needs will be different.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Try these activities to keep your brain sharp.
Here are six flags that may make your tax return prime for an IRS audit.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?