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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
If you find it hard to attain personal life goals, there’s an app for that!
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
There are ways to improve your physical fitness without denting your fiscal fitness.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.