Understanding Today’s Financial Planning
You have many choices with so many firms saying they provide financial planning. Often you can get involved with these firms and see fine print that says please consult with your tax advisor. Why do they do that? Because they are not qualified to provide tax advice. Tax advice is very important in financial planning. As a financial advisor and CPA, I can provide you with both in the form of comprehensive tax intelligent financial planning. I believe that virtually all financial planning decisions have tax implications.
You have probably heard the saying; it isn't what you make it's what you keep.
I have years of experience in financial services, tax preparation and retirement planning. Feel free to call me (504) 888-9929 or email me at rreiser@reiserfinancial.com
Our first meeting is no charge to you.
Helpful Content
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
View all articles 
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators
The Business Cycle
How will you weather the ups and downs of the business cycle?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Saving for College 101
Here's a crash course on saving for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.