At Bergerson Resource Group, we specialize in helping you develop a personalized financial plan based on your individual wants and needs.  Everybody's life and situation is very different, so not every financial plan should be the same.  We listen closely to find out exactly what it is that you want to achieve.  From that we help build a plan that will offer strategies to help you reach your goals in the most efficient way possible.



 

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Birthday Benefits Quiz

This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

Should You Buy or Lease Your Next Vehicle?

Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.

Charitable Gifts of Life Insurance

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.

Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.

More Newsletters →