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200 South Service Road
Roslyn Heights, NY 11577

Phone:

516 466.7462

Fax:

516 466.7464

July 2026

"Howard Ginsberg was Voted a Best of Long Island CPA / Accountant by the LI Press."

Ginsberg Wealth Management, LLC offers personalized wealth management strategies to help meet our clients' financial life goals.

We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement planning, taxes and wealth preservation. Most important, we hope you see the value of working with a skilled independent fiduciary financial advisor to pursue your plan.

We appreciate the chance to educate our clients about values-based financial life planning and to help them learn more about who we are and how we can help them.

If you have investable assets of over $500,000 and would like to discuss your financial future, please call or email our Roslyn, Long Island, New York office.

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Shows how transfer-on-death designations help avoid probate costs.

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Describes how Roth accounts can generate tax-free retirement income.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much Disability Income Insurance do you need?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the future value of your current savings.

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