Berdan Benefits

Mark J. Berdan, CLU, ChFC

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

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

Life Insurance

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

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A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

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