Welcome to Jeff Berg Financial, a full-service company focusing on Retirement Planning and Estate Conservation Strategies. Please browse my website for a variety of articles, calculators, that I hope will answer your questions or stimulate your interest. If you have any questions, please call me at 320-732-6425 or e-mail me at jeff.berg@ceterawealth.com.
I will be happy to help. I look forward to talking with you. When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences. This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
I will be happy to help. I look forward to talking with you. When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences. This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
Services
Jeff Berg Financial is a financial services firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.
Jeff Berg offers clients an impressive depth of knowledge in investment planning, insurance, and estate planning. During his 29 years in business, he has provided comprehensive financial advice to many clients. His combined education and experience position him to offer broad-based financial advice that his clients can trust.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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