March 2024
"Howard Ginsberg was Voted a Best of Long Island CPA / Accountant by the LI Press."
Ginsberg Wealth Management, LLC offers personalized wealth management strategies to help meet our clients' financial life goals.
We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement planning, taxes and wealth preservation. Most important, we hope you see the value of working with a skilled independent fiduciary financial advisor to pursue your plan.
We appreciate the chance to educate our clients about values-based financial life planning and to help them learn more about who we are and how we can help them.
If you have investable assets of over $250,000 and would like to discuss your financial future, please call or email our Roslyn, Long Island, New York office.
Information on our Accounting and Tax Return CPA Services is available here
Howard Ginsberg, CPA Named Top Financial Advisor for 16 Straight Years
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.