Roy M. Bergey
Investments and Insurance
Newsletters
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?