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Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

We help our clients minimize their taxes and pursue their financial goals

Serving the Buffalo, Williamsville, Amherst, Tonawanda, Grand Island, Wheatfield, Niagara Falls, Cheektowaga, Clarence, Lockport, Lancaster & surrounding Western NY areas as well as all 50 States

Getting the most for your money-buying smart, selling at the best price and keeping costs and taxes in line, is the proven way to success, regardless of what profession you are in. Most people who prepare their own tax returns do not get all the deductions they are entitled to receive. You need reliable professional help, including that of a Certified Public Accountant who is also a Certified Financial Planner and Personal Financial Specialist.

The firm Kenneth M. Weinstein, CPA, CFP® was founded to serve individuals, property owners and the owners of small to medium-size businesses across the United States with high quality accounting, financial services, and income tax preparation. Our services can help you:

  • Save money on personal, corporate, and sales taxes.
  • Run your business more effectively.
  • Start or acquire a business.
  • Sell your business for top dollar.
  • Plan for your long-term security. 
  • Optimize the transfer of your assets to your heirs.
  • Help you evaluate your insurance needs (life, disability, long-term care, etc.)
  • Plan for college savings
  • Plan for retirement
  • Develop estate planning

Get Organized! 2021 Organizer

Starting, running, or winding down a business, there are numerous items about which to be concerned-capital equipment, personnel, supplies, vendors, customers and so on. But when you really think about it, being in business is just about one thing-it's all about the money and the service a firm can provide.



We can help you with all of your financial planning needs. Please click the following link to see what we can do for you. Link -  https://www.avantaxwealthmanagement.com/

                                   

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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

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

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

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

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Long-Term-Care Protection Strategies

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

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Are Alternative Investments Right for You?

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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