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.
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March 4, 2020
The new year can feel like a fresh start, a new decade even more so. January sees gym memberships swell, work fridges stuffed with the brand new tupperware of well intentioned meal-preppers and office talk about how maybe, this year, things will be different.
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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.
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