Bernard R. Wolfe & Associates

Wealth Management And Financial Planning Services For Over 30 Years

BERNIE WOLFE OF BERNARD R. WOLFE & ASSOCIATE WAS RECENTLY NAMED AS ONE OF THE TOP 400 FINANCIAL ADVISORS IN AMERICA BY THE FINANCIAL TIMES!

Bernard R. Wolfe & Associates provides Wealth Management Strategies and Institutional Investment Services to an international client base.  The firm's principals include Bernie Wolfe, Brad Glickman & Samantha Fraelich-Rohe. Each hold the Certified Financial PlannerTM designation and have been featured & interviewed in various news publications such as the Wall Street Journal, The New York Times, The Washington Post, CNN, Fox & NBC-DC/Baltimore to name a few.

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. 

 





 

Tax-Deferred Savings

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

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

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.

More Calculators →

HOT TOPIC: Looking Beyond the Bull Market

The bull market for U.S. stocks hit the 5-year mark in March; only 5 have lasted longer. Where could stocks be headed?

If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

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