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PENSION CONSULTANTS | WEALTH MANAGEMENT

1115 Broadway
New York, NY 10010

Phone:

6463787933

E-mail:

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.

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Lifetime Earnings

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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