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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.

Information on our Accounting and Tax Return CPA Services is available here

Howard Ginsberg, CPA Named Top Financial Advisor for 16 Straight Years

Avoiding Probate with a TOD Deed and TOD Account

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

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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