Ponte Vedra Accountant and Financial Services Professional
Beverly Whitman, CPA, CFP®
I am a licensed Certified Public Accountant (CPA) in the state of Florida as well as a Certified Financial Planner® Practitioner ( CFP®). I provide comprehensive tax and financial planning services to individuals and small businesses.
Please call me today - I'll be happy to offer you a complimentary initial consultation. Thanks for visiting!
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A change in your mindset during retirement may drive changes to your portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Second marriages are a trigger event to revisit any existing estate strategies.
Tips on insuring your teen driver.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
How does your ideal retirement differ from reality, and what can we do to better align the two?