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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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.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.