April 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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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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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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Savings Accumulation
Estimate the future value of your current savings.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?