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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
An increasing number have been developed to help individuals with their personal finances.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Military families face unique challenges, making personal finance even more critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
Are Real Estate Investment Trusts right for your portfolio?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?