Jack B. Murad, CPA, MBT Financial Services

Welcome to Jack B Murad, CPA, MBT Financial Services, a Comprehensive Wealth Management & Tax Services Firm located in Agoura Hills, CA We understand that individuals face unique challenges as they prepare for retirement We can help take the mystery out of preparing for today and tomorrow Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives

As a Comprehensive Wealth Management & Tax Services Firm, we have almost three decades of experience in financial services We can help you address your needs of today and for many years to come We look forward to working with you through all stages of your life

We are a team of experienced professionals, ready to help with your financial issues and concerns

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth

Knowledge is power It’s also the foundation for intelligent, well-considered decisions

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement? Healthy habits are one of the greatest gifts to give your child

Retirement Is a Beginning

Key questions to answer when you are considering retirement

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss

U.S. Personal Savings Rate

What can be learned from the savings rate?

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly

Estimate how long your retirement savings may last using various monthly cash flow rates

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k)

Interested in a Fuel Efficient Car?