Understanding Today’s Financial Environment
Welcome to Jack B. Murad, CPA, MBT Financial Services, a Comprehensive Wealth Management & Tax Services Firm located in Agoura 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
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Lifestyle considerations in creating your retirement portfolio.
How to help determine life insurance needs to provide for your family after you pass away.
Technology tips to make your next trip even better.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
Have you explored all your options when it comes to managing your taxable income?
Here is a quick history of the Federal Reserve and an overview of what it does.
Bucket lists don’t have to be for tomorrow.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?