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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The federal government requires deceased individuals to file a final income tax return.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When you’re married and have children, insurance needs will be different.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
With alternative investments, it’s critical to sort through the complexity.