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Michele Berson
Nov 8, 20211 min read
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Are Social Security Benefits a Form of Socialism?
After all, the program is wholly run by the government. “Socialism” is a loaded word in the United States. In this country, capitalism is...

Michele Berson
Oct 4, 20213 min read
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Not sure what to do?
I am talking wealth and investing, but honestly, this applies to life as well. It is about knowing yourself and who you are or who you...

Michele Berson
Sep 21, 20212 min read
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INTO THE GREAT UNKNOWN
I never realized how apt the tagline 'creating financial security in a changing world" would be. The real concern isn't bull vs. bear...

Michele Berson
Jun 29, 20211 min read
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Cost Of Living Adjustments COLA from IRS for 2021
A few Cost of Living Adjustments for 2021

Michele Berson
Apr 27, 20211 min read
9 views


What is a Required Minimum Distribution (RMD)?
Help me with understanding my required minimum distribution (RMD)?

Michele Berson
Apr 27, 20211 min read
19 views


What's in your wallet this holiday season?
So many cards so little time. What's a girl to do? It is hard to determine which is the best credit card that you should be using.

Michele Berson
Dec 16, 20203 min read
49 views


How do you hire the right financial advisor?
How do I hire the right financial advisor?

Michele Berson
Nov 20, 20201 min read
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I don’t need a financial advisor. Right?
Well if you agree that you don’t need a financial advisor then you wouldn’t be alone in that assumption. In fact, as a financial advisor...

Michele Berson
Nov 20, 20201 min read
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Setting a Retirement Savings Goal
Do you know how much to save?

Michele Berson
Oct 1, 20202 min read
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Three Regrets of Retirees
Regrets?

Michele Berson
Oct 1, 20202 min read
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What’s Required of the Executor of an Estate?
Do you know what to expect?

Michele Berson
Oct 1, 20203 min read
17 views
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What Is Asset Allocation?
Do you know where you are going?

Michele Berson
Oct 1, 20203 min read
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