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
Helpful Content
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
View all articles 
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
View all presentations
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?