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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.

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ABOUT US | SERVICES | RESOURCES | CONTACT

HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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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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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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