Life Events

Life is full of changes and surprises that affect your financial future. Please use these guides to help you make the right financial decisions.

Getting Married
Getting Married: Frequently Asked Questions
Life Insurance: Frequently Asked Questions
Home Budget Analyzer
Becoming a Parent: The Financial Considerations
Mortgage Refinance Analyzer
Mortgage Comparison: 15 years vs. 30 years
Car Loan Analyzer
Car Lease Vs. Buy Analyzer
Planning For Retirement
The "Nanny Tax" Rules: What To Do If You Have Household Employees
Retirement Planner
Social Security Benefits: How To Get The Maximum Amount
Should You Count On Social Security
Annuities: How They Work and When You Should Use Them
Variable Annuity Calculator
Investment Options: Frequently Asked Questions
Retirement Plan Distributions: How To Take Them
Retirement Assets: Frequently Asked Questions
The "SIMPLE" Plan: A Retirement Plan for the Really Small Business
Long-Term Care Insurance: Frequently Asked Questions
Home Budget Analyzer
Traditional IRA Calculator
Roth IRA Calculator
Required Minimum Distribution Calculator
Our Personal Financial Planning Service
Your Next Car: Should You Buy Or Lease?
Buying or Leasing Your Next Car: Frequently Asked Questions
Car Insurance: 10 Cost-Cutters To Save You Money
Car Loan Analyzer
Buying & Selling A Home
Buying a Home: Frequently Asked Questions
Saving For College: Frequently Asked Questions
Mortgage Alternatives: How To Choose The Right One
Home Mortgage Interest Deductions
Refinancing Your Mortgage: When and How
Selling Your Home: How To Minimize the Tax On the Gain
Which Moving Expenses Are Deductible?
Planning For Your Move: Frequently Asked Questions
Mortgage Qualification Calculator
Mortgage Reduction Analyzer
Mortgage Points Evaluator
Estate Planning: How To Get Started
Life Insurance: Frequently Asked Questions
Retirement Plan Distributions: When To Take Them
Roth IRAs: How They Work and How To Use Them
Wills: Frequently Asked Questions
Estate Planning Calculator
Charitable Contributions: How To Give Wisely
Charitable Contributions: Frequently Asked Questions
What Records You Must Keep Relating To Your Charitable Contributions
Charitable Deductions: Frequently Asked Questions
Avoiding Scams
Fraudulent Charities: How To Protect Yourself
Preparing For College
Getting Married (Or Divorced): Some Financial Guidelines
Getting Divorced: Frequently Asked Questions
Coping with Major Illness
Disability Insurance: What To Look For
Disability Benefits: How To Get All You're Entitled To
Social Security Benefits: How To Get The Maximum Amount
Coping with Death of a Loved One
Death of a Loved One: Frequently Asked Questions
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Higher Education Costs: How To Get The Best Tax Treatment
Retirement Planner
Social Security Benefits: Frequently Asked Questions
Survivor Benefits: A Guide To This Often Overlooked Insurance Add-On
Reverse Mortgages: How They Can Enhance Your Retirement
Retirement Assets: Frequently Asked Questions
Annuities: How They Work and When You Should Use Them
Variable Annuity Calculator
Traditional IRA Calculator
Roth IRAs: How They Work and How To Use Them
Roth IRA Transfer Evaluator
Tax Benefits of Higher Education: Frequently Asked Questions
Become a Millionaire Calculator
Handling Other Situations
Recordkeeping Guide: How Long You Should Retain Your Records
E-Shopping Tips: Things You Should Know Before You Go CyberShopping
Become a Millionaire Calculator
Developing a Financial Plan
Budgeting: How To Prepare a Workable Plan
Investment Options: Frequently Asked Questions
Checkbook Balancer
Credit Card Pay Off Calculator
Our Personal Financial Planning Service
Bank Accounts: What To Look and Ask For
ATM Transactions: Frequently Asked Questions
Getting a Loan: Frequently Asked Questions
Commercial Loan Calculator
Loan Amortization Calculator
Improving Your Credit
Credit Cards: Frequently Asked Questions
Credit Reports: Frequently Asked Questions
Your Credit Card Rights: What To Do If You Have a Problem
Financial Trouble: Frequently Asked Questions
Loans: Frequently Asked Questions
Accelerate Debt Payoff Calculator
Credit Card Pay Off Calculator
Lawyers: How To Choose The Right One
Are You Getting Good Financial Advice?
Buying Insurance
Homeowner's Insurance: Frequently Asked Questions
Car Insurance: Frequently Asked Questions
Life Insurance: Frequently Asked Questions
Disability Insurance: What To Look For
Disability Benefits: How To Get All You're Entitled To
Long-Term Care Insurance: How To Get The Best Deal
Annuities: How They Work and When You Should Use Them
Variable Annuity Calculator
Mortgage Alternatives: How To Choose The Right One
Home Equity Loans: How To Shop For The One That Is Best For You
Getting a Loan: Frequently Asked Questions
Financing Questions Answered
Credit Rating: Frequently Asked Questions
Financial Trouble: Frequently Asked Questions
Loan Comparison Calculator
Mortgage Qualifier Calculator
Getting Married (or Divorced): Some Financial Guidelines
Life Insurance: How Much and What Kind To Buy
Life Insurance Need Estimator
Becoming a Parent
Raising a Child: Frequently Asked Questions
Mortgage Reduction Analyzer
Mortgage Points Evaluator
Car Loan Vs. Home Equity Loan Calculator
Our Bank Financing Service
Your Retirement Plan: How To Get Started
Developing a Financial Plan: Frequently Asked Questions
10 Retirement Saving Tips
Social Security Benefits: Frequently Asked Questions
Social Security Benefits Estimator
Annuities: Frequently Asked Questions
"Nanny Tax" Rules: Frequently Asked Questions
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: Frequently Asked Questions
Roth IRAs: How They Work and How To Use Them
Disability Benefits: Frequently Asked Questions
Cost of Delaying Savings Calculator
IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Roth IRA Transfer Evaluator
Become a Millionaire Calculator
Buying & Maintaining A Car
Your Child's Education: How To Finance It
Car Lease Vs. Buy Analyzer
Car Insurance: Frequently Asked Questions
Car Loan Vs. Home Equity Loan Calculator
Buying a Home: What To Do and How To Do It
Homeowner's Insurance: How To Get The Best Coverage and Value
Homeowner Insurance: Frequently Asked Questions
Mortgages: Frequently Asked Questions
The Deductibility of Points
Selling Your Home: How To Do It Effectively
Selling Your Home: Frequently Asked Questions
Life Insurance: How Much and What Kind To Buy
The Deduction For Real Estate Taxes
Mortgage Refinance Analyzer
Mortgage Comparison Calculator: 15 years vs. 30 years
Planning Your Estate
Post-Mortem Letter: How To Prepare It and What To Include
Our Estate Planning Service
Retirement Plan Distributions: How To Take Them
Living Trusts: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions
Making Charitable Contributions
Life Insurance Need Estimator
Charitable Contributions of Property: Maximizing the Deduction
Advanced Charity Techniques: Maximizing Your Deduction
Fraudulent Charities: How To Protect Yourself
Con Artists: How To Spot and Stop Them
Avoiding Scams: Frequently Asked Questions
Getting Divorced or Becoming Widowed
Getting Married: Frequently Asked Questions
Life Insurance: How Much and What Kind To Buy
Long-Term Care Insurance: How To Get The Best Deal
Disability Insurance: Frequently Asked Questions
Your Child's Education: How To Finance It
Social Security Benefits: Frequently Asked Questions
Death of a Spouse: Financial Steps You Should Take
Funerals: What To Do At This Stressful Time
Improving Your Retirement
Retirement Plan Distributions: How To Take Them
Retirement Plan Distributions: Frequently Asked Questions
Social Security Benefits: How To Get The Maximum Amount
Social Security Benefits Estimator
Your Pension: What You're Entitled To
Tap Your Retirement Money Early and Minimize Penalties
Saving For College: Frequently Asked Questions
Annuities: Frequently Asked Questions
IRA's: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Roth IRA Calculator
Required Minimum Distribution Calculator
Cost of Delaying Savings Calculator
Our Personal Financial Planning Service
Saving Money: 10 Major Ways To Increase Your Nest Egg
Document Locator System: A Handy Aid For Keeping Track of Your Records
Handling Other Situations: Frequently Asked Questions
College Savings Planner
Your Financial Plan: Getting Started On a Secure Future
Developing a Financial Plan: Frequently Asked Questions
Home Budget Analyzer
Savings After Inflation and Taxes Calculator
Loan Amortization Calculator
Dealing with Your Bank
Bank Accounts: Frequently Asked Questions
Applying For a Loan: How To Get The Best Loan At The Lowest Cost
Loan Questions: Frequently Asked Questions
Loan Comparison Calculator
Our Bank Financing Service
Credit Cards: How To Choose - And Use - Them Wisely
Credit Reports: What You Should Know - And Do - About Yours
Merchant Credit Card Abuses: What They Cannot Ask You To Do
Getting Out of Financial Trouble: Steps You Can Take
Credit Rating: Frequently Asked Questions
Debt Consolidation Financial Calculator
Roll-Down Your Credit Card Debt Calculator
Choosing A Professional
HMOs: How To Choose - And Deal With - Them
Choosing a Professional: Frequently Asked Questions
Homeowner's Insurance: How To Get The Best Coverage and Value
Car Insurance: 10 Cost-Cutters To Save You Money
Life Insurance: How Much and What Kind To Buy
Life Insurance Need Estimator
Disability Insurance: Frequently Asked Questions
Disability Benefits: Frequently Asked Questions
Long-Term Care Insurance: Frequently Asked Questions
Annuities: Frequently Asked Questions
Getting a Loan
Refinancing Your Mortgage: When and How To Do It
Mortgage Lock-Ins: Questions To Ask
Loan Questions Answered
Credit Reports: Frequently Asked Questions
Getting Out of Financial Trouble: Steps You Can Take
Commercial Loan Calculator
Loan Amortization Calculator

Get In Touch

At Annex CPA LLC, we've been serving the accounting needs of Parsippany, NJ and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Annex CPA LLC

90 East Halsey Rd., Suite 314,
Parsippany, NJ 07054
T: 973.795.1277
F: 201.508.1840
E: glenn@annexcpa.com

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