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.
Saving for College 101
Here’s a crash course on saving for college.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn about the average American budget in this fun and interactive piece.
Try these activities to keep your brain sharp.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Make your retirement as exciting as your next vacation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you explored all your options when it comes to managing your taxable income?
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
An amusing and whimsical look at behavioral finance best practices for investors.