Welcome to Berstler Group
A WEALTH STRATEGY FIRM
WHAT WE DO
Berstler Group is committed to your financial well-being in every stage of life.
OUR PROCESSNewsletters
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?