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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Purchasing homeowners insurance is critical for protecting your home.
Couples may be able to head off many of the problems in a marriage that money can cause.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
One way to find money is to examine your current spending habits and eliminate money wasters.
What’s the deal with your yearly free credit report?
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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Smart investors take the time to separate emotion from fact.
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It's easy to let investments accumulate like old receipts in a junk drawer.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.