New Year, New Habits


Brett Pechersky


February 15, 2023

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!

Want more? Read the 2023 Client Checklist which covers exactly what you should be thinking about in the new year.


Recent Posts
Financial Planning

Getting Your Financial House in Order

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.

View More
Insurance Services

A Quick Guide to Medicare Enrollment

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.

View More
Financial Planning

The Basics: 401(k) Enrollment

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.

View More

need Something Else?

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.

View our Services

From Insurance to Investments to Planning, we can help get you where you want to be.

View services
Join Our Seminars

Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.

View Seminars
Contact Us

Sometimes you have a question that you can't answer from a webpage. I always love to hear from you.

Contact Us