Berman McAleer, Inc.

Welcome to Berman McAleer

The professionals of Berman McAleer, Inc. provide financial advice dedicated to total wealth management.  Areas of specialty include investment management*, estate planning*, retirement planning*, risk management*, insurance planning, education funding, and long term tax planning as elements of the comprehensive financial planning process. 

At Berman McAleer we believe that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your financial professionals, we will do everything possible to keep you focused on where you want to go, advise you on how to get there, and remain committed to the disciplined approach necessary to realizing your full financial potential.

Our philosophy is to provide clients with outstanding service and thorough advice.  We pride ourselves in having a knowledgeable, capable and experienced staff of professionals, available to assist clients in every possible way.

Our firm was founded on the belief that the interests of clients must always come first.  Our goal is to provide clients with the information and guidance necessary to make sound and informed financial decisions. Our financial professionals provide a wide range of financial services for those who want to protect and grow their financial assets.

Thank you for visiting our web site.  Please use it often to track and research your investments, communicate with us via e-mail, and obtain useful and timely information on a variety of financial topics. 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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