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.
Rightsizing for Retirement
What does your home really cost?
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Building wealth requires protection from the forces of wealth destruction.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Five phases to changing unhealthy behaviors.
An increasing number have been developed to help individuals with their personal finances.
Retirees traveling abroad need to know that their health insurance travels with them.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
All about how missing the best market days (or the worst!) might affect your portfolio.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.