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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are four very good reasons to start investing. Do you know what they are?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
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.