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.
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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.