Financial & Tax Strategies, LLC.

Financial & Tax Strategies, LLC. One of our top priorities is to protect clients assets. The goal is to help people become millionaires! You tell us how many millions YOU want! Louis communities.

Gary Goldberg, the Founder/President of Financial & Tax Strategies, LLC., is a veteran of the U.S. Air Force, and a retired multi-year St. Clare Parish Council President & Building Committee Co-Chairman. He currently serves as a Director in the Fairwood Lake Homeowners Association and volunteers for many St. Louis area charities. Gary is a Managing Director with Redwood Tax Specialists. After join

ing the financial services industry in 1988, Gary founded his firm in 1991. His clients are spread across several states, including Missouri, Illinois, Florida, Tennessee, Texas, Arizona and Colorado. His financial advice has been shared in a variety of media outlets, such as CBS Marketwatch, radio programs on KMOX-AM & KTRS-AM and newspapers including the Belleville News-Democrat and the St. Louis Post-Dispatch. Gary has passed the Series 6, 7, 24, 26, 63 and 65 securities exams. He is an Investment Advisor Representative, a Registered Principal and a Registered Financial Consultant (RFC®). He is a graduate of Southwestern Illinois College, where he is degreed in Business Administration. Gary is married & the father of three adopted kids, and has one granddaughter. In his free time, he enjoys spending time with his family and serving his church. Gary is a 30+ year experienced Money Advisor for Successful Individuals, Families & Business Owners in the Metro East and St. The Goldberg Team includes, securities and insurance professionals, a CPA, an Estate Planning Attorney, and an MBA/CFP. Teaming up with Redwood Tax Specialists completes our holistic financial planning style! The Goldberg Team Goal is to help people 'Retire Younger, Richer & With Less Anxiety' using wisdom, unique & personalized strategies for protection and growth, and by building lasting, meaningful relationships based on candor, trust, integrity and superior client service! Securities and advisory services are offered through Centaurus
Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org,
a broker/dealer and registered investment advisor. The
representative associated with this site may only discuss/transact
business in the following states: IL, MO, TN, CO, FL, AZ & TX. Financial & Tax Strategies, LLC. and Centaurus Financial, Inc. are not affiliated.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In t...
06/04/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC...
05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prep...
05/12/2026

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prepared with Key Person insurance can help your company weather the loss of your key employees.

Some high-earning couples may currently receive $100,000 or more per year in Social Security benefits, based on lifetime...
05/09/2026

Some high-earning couples may currently receive $100,000 or more per year in Social Security benefits, based on lifetime earnings and when benefits begin.

A new policy proposal suggests capping those benefits—potentially limiting annual payments to $100,000 for couples and $50,000 for individuals—as one way to address long-term funding challenges.

The idea is one of several being discussed as policymakers consider how to support the program’s future. Current projections indicate that Social Security trust funds may face shortfalls in the coming decade.

It’s important to note that this is not a finalized change, but part of a broader conversation around how to balance sustainability, benefits, and contributions over time.

As discussions continue, proposals like this highlight the range of approaches being considered to address the program’s long-term outlook.


Source:

High-earning couples who consistently pay the maximum into Social Security during their careers stand to get the biggest benefits in retirement.

Address

4 Eagle Center, Suite 3
O'Fallon, IL
62269

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18009661690

Website

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