latest news

The new year is a great time to review your financial plan. Make a budget, reaffirm your goals, and review your beneficiaries to make sure everything is how it should be!

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.

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.

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.

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.

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.

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 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.

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 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.

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.

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.