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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are things about Social Security that might surprise you.
It may help your business be better prepared in the event of the death of a principal or key employee.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
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.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?