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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 ...
December 5, 2023
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 ...
December 1, 2023

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 ...
November 21, 2023

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 ...
October 31, 2023

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 ...
October 31, 2023

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 ...
October 16, 2023
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, ...
October 16, 2023

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 ...
October 16, 2023
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Embracing the 80% Rule and MVP

At Beratung we embrace the 80% rule and MVP as part of our culture. We want to lean towards action and then improvement instead of ...
October 16, 2023

Create Your Mission Statement

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They ...
September 27, 2023

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13 Lessons I Learned From My Dad Beratung

13 Lessons I Learned From My Dad

My father was called home to be with God 13 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 76th birthday. There is not a day that goes by that I do not think of my dad. In his memory, I wanted to share the 13 most important lessons he taught me, one for each year he has not been with me.

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