Berton I. Goldstein Wealth Management Services
Dedicated to our clients - Committed to their future
For more than 25 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a coordinated approach that simplifies your life. We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that’s tailored to your specific situation.
We are dedicated to helping you achieve your financial goals over the long term. We know that your financial situation will continue to change as your individual circumstances change.
- Helpful, easy-to-understand guidance regarding your financial situation
- Detailed interview process to understand your financial goals and current financial situation
- Guided, customized selection of the appropriate financial services
- Periodic review of your current investment needs
- Consideration of your evolving needs due to life changes
- birth of a child
- paying for college
- change of employment
- Planning for your secure future
- Planning for the future of your loved ones
- Planning and coverage for expected and unexpected life events
- Allowing you to feel confident about your financial future
Please do yourself a favor and call us or fill out our contact form to receive a complimentary consultation.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's a breakdown of how the federal government spends your tax money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Knowing the rules may help you decide when to start benefits.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that home, you invested that money?
The decision whether to buy or rent a home may have long-term implications.