Berer Financial Management

09/21/2022

08/23/2022

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.

07/12/2022

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.

05/10/2022

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.

04/20/2022

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.

04/19/2022

I'm helping to demystify the industry for my clients with Q&A's, investment seminars and more at BererFinancial.com.

Ready to make the move? Schedule a meeting today

03/30/2022

Money is, in my opinion, the most important subject in the world. Whether we like it or not, moving it, trading it, and borrowing it dictate most of what goes on in our day-to-day lives.

That’s why I think it’s so important to know as much as possible about how and why. Here, I’ve outlined the first steps of your journey into learning about money, from the most basic courses to MIT’s MicroMaster’s program.

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...

03/15/2022

Not all finance or money management books are created equal. That’s why I wrote this guide to help steer you away from the get rich quick schemes, and towards a greater understanding of the world. Here they are in no particular order (let me know if I missed your favorite):

Everyone learns at a different pace, and through different means, and not everyone has the time or inclination to take a class. That structure might not be the best for you or your schedule, so we’ve made a list of suggested books for investors of all experience levels. Most are available digitall...

03/08/2022

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.

Want to find out more? Schedule a meeting with me today.

03/01/2022

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.

02/22/2022

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. Get started today!