Making Your Tax Bracket Work The Cost of Procrastination The Cycle of Investing Social Security: By the Numbers

Hadley A. Weinberg, CFP Managing Partner

Weinberg Financial Group

An Independently Owned Financial Services Firm Since 1982
Offices servicing Boston, Buffalo and Jamestown


Weinberg Financial Group, created in 1982 as an independently owned financial services firm grew from 2 individuals to a collaboration of 8 financial executives, 3 primary offices and servicing clients worldwide. We have viewed our relationship with our clients with the utmost care and service and put the clients' needs first. Personal service is our cornerstone. Whether you're looking to save, do a rollover, manage your parent's assets, or start a retirement plan as a Weinberg Financial Group client you are a valued part of our family.


How is Weinberg Financial Group Different?


Experience. Most of our associates have been providing independent wealth management for over 25 years and have the added expertise of being CFP's or CLU's. The benefits of a small personal service firm and the resources of a larger organization. Weinberg Financial Group, although independent, also has access to the benefits of several key players in the financial service industry. We utilize National Financial Services LLC, a division of Fidelity, for our custodial services and our broker dealer Investacorp, Inc. is a subsidiary of Ladenburg Thalmann Financial Services, founded in 1876 and one of the oldest NY stock exchange firms. Our professionals have access to many investment strategies such as stocks, bonds, mutual funds, IPO's, independent money managers through Investacorp Advisory Services, Inc., A SEC Registered Investment Advisory Firm, a wide variety of insurance services and thru Ladenburg and Fidelity additional services for you. Our "independent" status enables us to address our client's financial needs individually and with a broad selection of solutions.


Be Sure to Explore the Features of Our Website


We’re here to help educate you about the basic concepts of financial management; to help you learn more about who you are financially; and to give you fast, easy access to market information. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
 

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

An Arm and a Leg

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.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

View all videos arrow