At Bergerson Resource Group, we specialize in helping you develop a personalized financial plan based on your individual wants and needs.  Everybody's life and situation is very different, so not every financial plan should be the same.  We listen closely to find out exactly what it is that you want to achieve.  From that we help build a plan that will offer strategies to help you reach your goals in the most efficient way possible.



 

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

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A Mortgage Recast Is an Alternative to Refinancing

When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.

ESG Investing in the Spotlight

This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.

Charitable Gifts of Life Insurance

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.

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