Author Archives: Weltman Bernfield

Weltman Bernfield Promotes Adam June to Manager, Tax Services

Weltman Bernfield LLC is pleased to announce the promotion of Adam June to Manager of Tax Services. As Manager of Tax Services, June is responsible for preparing and reviewing federal and state income tax returns for the firm’s clients. With a Juris Doctorate from University of Wisconsin – Madison Law School, June utilizes his legal […]

Weltman Bernfield Promotes Dean Klemenz to Manager, Accounting Services

Weltman Bernfield LLC is pleased to announce the promotion of Dean Klemenz to Manager of Accounting Services. In his new position, Klemenz assists in the daily processing schedule and scheduling of jobs and is responsible for reviewing the work of staff. In addition, Klemenz is a QuickBooks ProAdvisor® and does a variety of work for […]

How to Reduce Medical Debt

By the Society of Certified Senior Advisors Medical debt is the most common form of debt affecting seniors, according to Financial Web’s article on Personal Debt for Seniors. With financial demands including limited “retirement income, rising health care costs and the expense of long-term housing,” seniors are finding it challenging to pay not only medical […]