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 the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Compare the potential future value of tax-deferred investments to that of taxable investments.
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.