Work with Us
Client Access
Work with Us
Client Access

Blogs

  • All
  • Advisor Blog
  • Client Blog
  • General Blog
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. ...
November 20, 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
80 percent rule blog image

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

The Rule of 3

The Rule of 3: A test in fortitude. In life, patterns often emerge that can help you make better decisions and assess how to use ...
September 27, 2023
Swatting the BATS

Swatting the BATS: Big Annoying Tasks

The Embarrassing Backstory A few years ago, I was sitting on the couch with my wife Amanda watching TV. Out of nowhere, a bat came ...
September 13, 2023

Subscribe To Stay Up To Date With Beratung Content

No spam, notifications only about new, helpful content.

Categories
On Trend

Most Popular Stories

Explore more

Did Yinz Know Your Spouse Might Not Be a DIY Investor?

Many people proudly manage their own investments. They enjoy the process, understand the strategies, and feel confident about the choices they’re making. But here’s something most do-it-yourself investors often overlook: just because you’re comfortable managing your portfolio doesn’t mean your spouse feels the same way.

Over the years, I’ve seen this play out in countless client meetings. And the reality is, the “DIY” approach works well—until it doesn’t.

14 Lessons I Learned From My Dad

14 Lessons I Learned From My Dad

Fourteen years ago, on Thanksgiving Day, November 24th, 2011, my father was called home to be with God. Today would have been his 77th birthday.

Did Yinz Know the Real Difference Between a Roth and Traditional IRA?

When it comes to retirement planning, one of the most common questions we hear is: Should I choose a Traditional IRA or a Roth IRA? The short answer is that it depends on how and when you pay taxes. The long answer is where it gets interesting.
I like to use a simple illustration—an umbrella. Just like an umbrella protects you from the rain, these accounts are designed to protect your money from taxes, but they work in very different ways.

Scroll to Top
Skip to content