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Financial Planning

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.

Financial Planning
Financial Planning

Recession Planning

By

Brett Pechersky

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April 21, 2021

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

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April 21, 2021

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

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April 21, 2021

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

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April 21, 2021

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.

Financial Planning

Clients Should Come First

By

Brett Pechersky

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April 21, 2021

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.

Financial Planning

Top Online Personal Finance Courses

By

Brett Pechersky

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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.

Financial Planning

Why Take a Personal Finance Course?

By

Brett Pechersky

|

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. 

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