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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

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

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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