Ginsberg Financial Strategies

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Ginsberg Financial Strategies We empower our clients to achieve reliable and predictable lifetime retirement income by using our

11/03/2026

This as-told-to essay is based on a conversation with Gary Brecka, co-founder of Ultimate Longevity Center.

11/03/2026

Not sure what happens in a first meeting with a financial planner? You are not alone. 🤝

A good conversation should help you understand where you stand, what risks you face, and what questions you should be asking about retirement.

📞 Ready to start the conversation? Call (925) 433-8966.

📚 Get your copy of Retire With Peace of Mind:
https://peaceofmind.ginsbergfs.com/

11/02/2026

A mix of IRAs, Roth IRAs, and investment accounts can offer retirees tax-efficient options when they need cash.

11/01/2026

Opera is a pricey endeavor, and organizations around the country are struggling to cover the costs.

10/31/2026

Many people sign their estate plans and forget about them. But one last component after you sign the documents is critical to the plan.

10/30/2026

Former SEC Chair Gary Gensler says history suggests today’s AI investment boom will not continue indefinitely. Gensler also weighs in on interest rates, monetary policy, financial stability, and the possibility that the U.S. has overbuilt AI infrastructure.

10/29/2026

Stocks that have performed the best over a given month tend to be losers in the subsequent month, and vice versa. A new study refines and resurrects the trade.

10/28/2026

A little extra cash can spark a big debate: grow it, save it, or turn it into solar-powered confidence? For couples with different risk tolerances, the goal isn’t winning the money argument—it’s building a plan that lets both partners sleep at night.

10/27/2026

Better training for real estate professionals and clear records can bring transparency to the market to ensure energy efficiency investments are properly recognized.

10/27/2026

Before choosing a financial advisor, ask better questions. đź§ 

Are they a fiduciary? How are they paid? Will they provide a written retirement plan? The answers can help you understand whether their approach fits your goals.

đź“– Learn more in Retire With Peace of Mind:
https://peaceofmind.ginsbergfs.com/

📞 Have questions about your retirement strategy? Call (925) 433-8966 to learn more.

Address

2950 Buskirk Avenue
Walnut Creek, CA
94597

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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