We consider legal, tax planning, insurance, investment, retirement, Social Security and Medicare when it comes to building our clients a well rounded financial plan. Additionally, we can work alongside personal attorneys and accountants to consider all aspects of our clients’ finances.
April 21, 2021
As we mentioned in our blog, Why Take a Personal Finance Course, taking a class to get a foundational knowledge in money management can really make a difference. Not only can it positively impact your long term savings, but it can make you more confident in your abilities to decide when—and when not—to buy something a little frivolous.
April 21, 2021
As the single driving force behind what moves the economy, and on a greater scale, the world, money is one of the most important things humans have ever created. Trading it, borrowing it, losing it or building it are central to our existence whether we like it or not. And the more you know about how the systems of money work and interact with one another, the more well-equipped you will be to plan for your and your family’s future.
Berer Financial Management exists to help you take charge of your finances, but we know you can't do it all alone. Check out some of our resources below.
From Insurance to Investments to Planning, we can help get you where you want to be.View services
Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.View Seminars
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