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

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Cash Flow?

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow