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.



 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Loan Payoff

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Where Will You Live as You Grow Older?

Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.

A Mortgage Recast Is an Alternative to Refinancing

When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

Do You Need to Adjust Your Tax Withholding?

After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.

Housing Market Trends: Are They Helping or Hurting the Economy?

U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?

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