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BERGERON FINANCIAL

271 Old Walpole Rd.
Keene, NH 03431

Phone:

603-313-5857

E-mail:

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Calculators

You can review interesting calculators on my site.

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Videos

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FINANCIAL GUIDANCE FOR WOMEN IN TRANSITION

My name is Nataliya V. Bergeron, CFP® and I'm a CERTIFIED FINANCIAL PLANNER™.

I'm here to help you plan your Amazing Life!

My goal is to GUIDE, EDUCATE and EMPOWER you with tools and information that you need to become a savvy decision-maker when it comes to your finances. You want to feel safe, secure and prepared for whatever comes down the road.

"I work with "women in transition" in helping them to explore what's IMPORTANT TO YOU and the people you care about. This includes your financial goals, values, motivations, dreams, obstacles, aspirations, your life changes like marriage, divorce, having a baby, loosing the loved one, approaching retirement, etc."

Together we'll create a plan that supports all of it.

Because I truly care!

For help with your financial questions, or for more information on Bergeron Financial, please contact us today.

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Cost of Retirement

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck