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Bergerson Resource Group

2580 Rice Street
Saint Paul, MN 55113

Phone:

651-647-4935

Fax:

651-644-8058

E-mail:

Calculators

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Contact Us

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Videos

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Bergerson Resource Group

We specialize in helping you develop a personalized financial plan based on your individual wants and needs.  Everybody's life and situation is very different, so not every financial plan should be the same.  We listen closely to find out exactly what it is that you want to achieve.  From that we help build a plan that will offer strategies to help you reach your goals in the most efficient way possible.

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Estate Taxes

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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