Why Property & Casualty Insurance Is a Critical Part of Your Financial Plan
An important part of financial planning—one that often gets overlooked—is your property and casualty insurance.
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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
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
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 ...
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 ...
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 ...
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