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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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.
Five strategies for managing your student debt.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Bonds may outperform stocks one year only to have stocks rebound the next.
It's important to understand how inflation is reported and how it can affect investments.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?