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Call Us: (231) 796-2832

Big Rapids, MI Tax & Accounting Firm, Bergelin & Murphy, LLC
We offer a broad range of services to help clients secure a sound financial future. Read more
Our newsletter provides articles and tips to help you achieve your financial goals. Read more
If you have any unanswered questions, please let us know.

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Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Guides

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Investment Strategies

Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

Investment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

How Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire

Bergelin & Murphy, LLC

211 Maple Street, Big Rapids, MI 49307

Bergelin & Murphy, LLC 211 Maple Street Big Rapids, MI 49307
Phone: (231) 796-2832 | Fax:
jeanne@bergelinmurphy.com

                
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