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Musings on recent news, helpful educational tidbits and noteworthy movements in the markets.

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Financial Planning

Getting Your Financial House in Order

By

Brett Pechersky

|

January 23, 2023

The new year is a time to check in, and gauge the progress your investments are making. More than investments, a new year is the perfect opportunity to ensure that your retirement, insurance, estate – your legacy – is exactly where you want it to be.

Insurance Services

A Quick Guide to Medicare Enrollment

By

Brett Pechersky

|

September 29, 2022

Whether you are enrolling for the first time, or looking to change your coverage, Medicare planning does not have to be a stressful process. The experienced team at Berer Financial can help you understand your options… making Medicare easy. With Open Enrollment just around the corner (Oct 15 - Dec 7th), please call, email, or schedule a video meeting today.

Financial Planning

The Basics: 401(k) Enrollment

By

Brett Pechersky

|

August 23, 2022

Your 401(k) plan is one of the most common investment accounts out there, but if this is your first one, the enrollment process might feel overwhelming. In this video, I answer all the FAQ's I get about 401(k) plans, so you can feel confident when taking that crucial first step towards your retirement, and get started with enrollment today.

Financial Planning

Recession Planning

By

Brett Pechersky

|

July 12, 2022

Recessions are difficult for investors. Regardless of short term volatility, your investment strategy should not change. You can use market downturns to your advantage. Continue saving and investing, revise your budget if necessary, but stay focused on your long term goals.

Financial Planning

Strategies to Combat a Bear Market

By

Brett Pechersky

|

May 3, 2022

Bear markets are a major reason that people shy away from investing. But with a proper strategy in place, and the right guidance, market downturns don't have to be a source of fear –they simply become a necessary part of any healthy market cycle.

Financial Planning

How to Inherit Money

By

Brett Pechersky

|

April 19, 2022

Creating Income from your Inheritance. Some people start to think about a beach house, others about retirement. But following your impulses can lead to a squandered inheritance. Life isn't like the movies, so most people know they are the beneficiaries of a will or life insurance policy long before they receive a dime. Putting a proper plan in place now could be the cornerstone of building wealth and income that can last generations.

Financial Planning

Financial Planning 101

By

Brett Pechersky

|

February 22, 2022

Financial planning is more than saving money and creating your budget – it's about building and protecting your wealth. A solid financial plan incorporates the legal, tax planning, insurance, investment, retirement, medicare, and social security aspects of your life… and should be updated regularly.

Wealth Management

Our Approach to Wealth Management

By

Brett Pechersky

|

February 1, 2022

At Berer Financial, our approach to wealth management incorporates long term financial planning, and embraces professionally tailored investment strategies. Managing and building wealth is an integral part of your comprehensive estate plan – and begins with dollar one. Though it seems far away, TIME is your best ally in building assets.

Insurance Services

Insurance and Legacy Planning

By

Brett Pechersky

|

February 1, 2022

Insurance is an integral part of legacy planning. Whether you're thinking about leaving a charitable gift to an organization, or securing your family's future, the right type of insurance is often the best investment you can make.

Financial Planning

Clients Should Come First

By

Brett Pechersky

|

January 18, 2022

Clients are the most important part of my work at Berer Financial. If you aren't getting the help or attention you deserve from your advisor, schedule a video meeting with me today on my "Contact" page.

Wealth Management

What is Wealth Management?

By

Brett Pechersky

|

January 18, 2022

What is Wealth Management? Is there a difference between Wealth Management and Financial Planning? In this short clip, Brett looks back at his career to find out what shaped his idea of wealth management, and why he believes that a client-facing approach to planning will always win out over selling.

Insurance Services

Insurance Services

By

Brett Pechersky

|

January 18, 2022

Struggling to find out what type of insurance is best suited to you and your family? Where should you even begin? At Berer Financial, we offer full service insurance services to our clients, and have for over 20 years.

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