top of page
Search
Michele Berson
- Oct 4, 2021
- 3 min
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...
21 views0 comments
Michele Berson
- Sep 21, 2021
- 2 min
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...
6 views0 comments
Michele Berson
- Jun 29, 2021
- 1 min
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...
10 views0 comments
Michele Berson
- Apr 27, 2021
- 1 min
Cost Of Living Adjustments COLA from IRS for 2021
A few Cost of Living Adjustments for 2021
7 views
Michele Berson
- Apr 27, 2021
- 1 min
What is a Required Minimum Distribution (RMD)?
Help me with understanding my required minimum distribution (RMD)?
17 views
Michele Berson
- Dec 16, 2020
- 3 min
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.
43 views
Michele Berson
- Nov 20, 2020
- 1 min
How do you hire the right financial advisor?
How do I hire the right financial advisor?
7 views0 comments
Michele Berson
- Nov 20, 2020
- 1 min
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...
9 views0 comments
Michele Berson
- Oct 1, 2020
- 2 min
Setting a Retirement Savings Goal
Do you know how much to save?
9 views0 comments
Michele Berson
- Oct 1, 2020
- 3 min
What’s Required of the Executor of an Estate?
Do you know what to expect?
14 views0 comments
Michele Berson
- Oct 1, 2020
- 3 min
What Is Asset Allocation?
Do you know where you are going?
11 views0 comments
bottom of page