Bernard R. Wolfe & Associates

Wealth Management And Financial Planning Services For Over 25 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 are 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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

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