Berrin Management Group., LLC

 BERRIN MANAGEMENT GROUP  
                                          investing made simple

UPCOMING SEMINAR INFORMATION (Click Here)

We concentrate on risk reduction and tax reduction by utilizing accounts that provide guarantees of principal, income or growth wherever possible. We combine two disciplines, asset management and guarantees of annuities.

Our strategies may help you reduce your risk, and increase, protect and guarantee your  retirement income for as long as you live.

Berrin Management Group, LLC is a full service, independent financial advisory firm with over 48 years of combined experience between partners, Robert J. Berrin and Stuart Berrin.

 BMG will help define your goals and objectives as well as design and implement strategies using easy to understand explanations.
 
Why We’re Different
 
Our focus is helping to provide income and protect principal by utilizing unique strategies not offered by typical brokerage firms or financial planners.
 
 Due to the depth of our knowledge and experience we are able to apply proprietary cutting edge technology to your situation which may help solve your financial challenges.

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

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

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Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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