June 2025
"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 $300,000 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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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Breaking Down the Numbers: The Soaring U.S. National Debt
As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?