Bernard R. Wolfe & Associates

Wealth Management And Financial Planning Services For Over 30 Years

Bernard R. Wolfe & Associates provides Wealth Management Strategies and Institutional Investment Services to an international client base.  The firm's principals: Bernie Wolfe and Brad Glickman lead a team of three Certified Financial PlannersTM.  We provide financial guidance to both individual and business clients to assist them in making pertinent decisions regarding their personal and professional financial goals.   

At Bernard R. Wolfe & Associates, we pride ourselves on providing personal attention to each and every client.  Our client base is extremely diverse, ranging from young people just getting started to retirees; and from large and small corporations to professional athletes. 
 


 
Calculators

Savings Goals

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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