Ira Bernstein: Pension Consultant
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.
Newsletters
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
-
Bond Yields Are Up, but What Are the Risks?
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.
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.