Welcome to Berstler Group
A WEALTH STRATEGY FIRM
Welcome to Berstler Group
A WEALTH STRATEGY FIRM
Berstler Group is committed to your financial well-being in every stage of life.
OUR PROCESSThis article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.