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
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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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.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Accumulation
Estimate the future value of your current savings.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.