Welcome to Allen A. Weiner, CPA, CFP®, PFS
Allen A. Weiner, CPA, CFP®*, PFS is a comprehensive financial services firm committed to helping our clients pursue a long-term financial future. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. Since Allen has a CPA, CFP®*, and PFS designation, he has the unique ability to service clients from an accounting, tax, and financial planning point of view.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (504) 838-7272 or (800) 510-1026. We look forward to hearing from you.
* Investment and financial planning services are offered by Allen A. Weiner through his affiliation with HD Vest.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Try these activities to keep your brain sharp.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Military families face unique challenges, making personal finance even more critical.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.