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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.

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.

What is Wealth Management? Is there a difference between Wealth Management and Financial Planning? In this short clip, Brett looks back at his career to find out what shaped his idea of wealth management, and why he believes that a client-facing approach to planning will always win out over selling.

Struggling to find out what type of insurance is best suited to you and your family? Where should you even begin? At Berer Financial, we offer full service insurance services to our clients, and have for over 20 years.

To save you some reading: the sooner the better. Life, however, is not that simple, and there are many ways in which your financial situation differs from that of your neighbor, your best friend, your boss or your employees.

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.

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. 

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 digitally, and many of them as audio books, so you can read them on your lunch break or listen to them during your commute. 

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.