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The Ugly Couch

Our Ugly Couch A part of our culture here at Beratung is called the Ugly Couch.  It’s a term we use to call each other ...
Is It A Living Expense Or A Liability

Is It A Living Expense Or A Liability?

When you begin the process of financial planning you will likely be asked to put your overall expenses into your financial plan to help develop ...
The Budget In Your Financial Plan

The Budget In Your Financial Plan

When I meet with clients for their financial planning there is one item that seems to get the harshest reaction when I discuss the topic ...

Are you Thinking Ahead?

During times like what we saw in the 2022 Bear Market it can be tough to think ahead to when things recover, and the losses ...
12 Lessons I Learned From My Dad

12 Lessons I Learned From My Dad

My father was called home to be with God 12 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 75th birthday. ...

What Should I Be Prepared For In A Financial Planning Meeting?

When I am speaking to a client about their initial meeting to begin their financial planning they are unsure if they are prepared to come ...

A Culture of Making Mistakes

At Beratung we embrace a culture of making mistakes. As its often quoted “To err is human; to forgive is divine” – Alexandar Pope. We ...

Is it really true that the sale of inherited assets always results in a long-term capital gain/loss, regardless of holding period?

Yes, it is really true that the sale of inherited assets always results in a long-term capital gain / loss regardless of holding period. This ...
What To Do When You're Moving

What To Do When You’re Moving

Moving to a new home can be both exciting and stressful. With all the planning and packing involved, it’s easy to forget some essential tasks, ...

The What Ifs In Your Life

There are plenty of questions that will come up during the financial planning process, and many of these are often led with the same two ...

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