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We All Need A Coach

My good friend and leadership consultant, Doug Smith always says “we were not meant to life alone!” I completely agree. I believe as humans we ...

Staying The Course Is Easier Said Than Done

Most of us have heard that we should “buy low and sell high” and “stay the course” during market downturns. However, like most things, it’s ...

Planning For Scary Times And Scary Markets

Right now, a lot of people are scared in the United States because of the Coronavirus, which is spreading, and we’re getting news alerts every ...

15 Shows To Binge Watch During Quarantine

With the new paradigm of working from home and isolation due to the Coronavirus you might be looking for some ideas of what to do. ...

The Secure Act And Adoption

Congress has passed the SECURE Act as part of the Federal government spending bill and the President has signed it into law as of December ...

Should I Use A Roth Or Traditional IRA?

There are certain questions Financial Professionals are asked quite frequently by clients, family, friends, or just the person we struck up a conversation with at ...

Financial Planning vs. Asset Management

In the media today, you are often inundated with information about firms offering financial services. The messages you see may typically be focused on management ...

Secure Act Bill

According to multiple news outlets, Congress looks set to pass the first major piece of retirement legislation in a decade this week, the SECURE Act. ...

How to Give More Money to The Charities!

Give more money to the charities you care about with this tip! It is Christmas season at Beratung, and with that Christmas season, it gets ...

7 Biggest Mistakes In Holiday Budgeting

Have you ever gotten your credit card bill in December or January after Holiday shopping and say: “What happened?” I’d like to share with you ...

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