Egan, Berger and Weiner, LLC - Financial Planning

Egan, Berger and Weiner, LLC - Financial Planning CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

EBW is an independent financial planning firm founded in 2003 and focused on providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals. Fee-Based Financial Planning

Egan, Berger & Weiner, LLC is an independent financial services firm whose associates offer decades of experience in many areas of financial planning. To learn more about financial p

lanning services and how to choose an advisor that fits your needs, please see our useful links under the Resources page for more information. Retirement Planning
Education Planning
Gifting and Estate Planning
Investment Portfolio Management
Investment Tax Strategies
Risk Management and Insurance Planning

Our experience can help you plan with purpose—so you can enjoy today with confidence and look ahead to tomorrow with confidence. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/15/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

Today, we celebrate Flag Day, a tribute to our nation’s freedom, unity, and resilience. Whether you’re flying Old Glory ...
06/14/2026

Today, we celebrate Flag Day, a tribute to our nation’s freedom, unity, and resilience. Whether you’re flying Old Glory at home, joining with others in a public celebration, or simply reflecting on what our flag means to you, take a moment today to honor the red, white, and blue. ❤️🤍💙

06/11/2026
Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
06/08/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

Helium prices just doubled. Your balloons, your MRI, and your phone's chip are all feeling it. 🎈
06/05/2026

Helium prices just doubled. Your balloons, your MRI, and your phone's chip are all feeling it. 🎈

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

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