Berrin Management Group

07/06/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

07/03/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

07/01/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/29/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

06/26/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

06/24/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

06/22/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

06/19/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

06/17/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

06/15/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.