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PENSION CONSULTANTS | WEALTH MANAGEMENT

1115 Broadway
New York, NY 10010

Phone:

6463787933

E-mail:

Ira Bernstein: Pension Consultant

Smiling man with glasses

YOUR JOURNEY STARTS HERE
 

We can help you bridge the gap from where you are to where you want to be.
 

IRA BERNSTEIN has partnered with:
 

Diana M. Curran, CFP® - please visit her website: DianaCurran.net for more information and to schedule a consultation.

​

ABOUT US | SERVICES | RESOURCES | CONTACT

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

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