Do All Seniors Pay Taxes on Their Social Security Benefits?

Whether you’ll be taxed on your benefits in retirement depends on where you live and what your total income looks like. Millions of older Americans rely on Social Security to pay the bills in retirement. If you expect Social Security to constitute a major...

B&R Staff Day 2019

On Monday July 15th, Bernath & Rosenberg held a staff event at the Hilton Garden Inn in Staten Island, NY. This location was convenient for our staff to join from all three of our offices: NYC, Howell and Monsey. They were able to reconnect and meet new team...

Why a Family Office?

There are numerous reasons people choose to outsource their personal financial management and oversight to a family office. Among them, peace of mind, extra care and freeing up your time rank high. However, another reason to employ a family office to oversee your...

Do your Kids Want Everything you Have?

Your home can house a lifetime of mementos and “tchotchkes”. Your things have heart and soul, and bring you comfort, security and happiness. Though each has a story and a memory for you, it may be different for your kids. They may not like or want your possessions, or...