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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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Interest

What's the interest rate on the lease you're considering?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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.

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