Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

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 accounting and financial planning needs. Please click the following links to see what we can do for you. Links -

Accounting tax organizer (2025) - Accounting tax organizer (2025)

Financial planning -  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.

Learn more

Helpful Content

What's So Great About A Rollover?

What's So
Great About
a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Our History

When Should
You Take
Social Security

Monthly Social Security payments differ substantially depending  on when you start receiving benefits.

Our Values

Retirement

Seen Through

Your Eyes

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider.


Helpful Content

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

 

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

View all articles arrow

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

View all calculators arrow

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow