
Getting in top physical shape is hard work, but getting into financial shape doesn't have to be. With Jeff Bernstein by your side, you'll have an experienced, caring financial planner ready to manage your wealth for the better. Call Jeff today.
Getting in top physical shape is hard work, but getting into financial shape doesn't have to be. With Jeff Bernstein by your side, you'll have an experienced, caring financial planner ready to manage your wealth for the better. Call Jeff today.
This article looks at some of the demographic trends and economic challenges related to global aging.
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
Compare the potential future value of tax-deferred investments to that of taxable investments.