Berger Wealth Management Blog

May 29, 2012

Life Insurance Planning

Posted May 29th, 2012 I just read an article that said 56% of financial advisors don’t discuss life insurance needs with clients! What?? About 34% of […]
May 25, 2012

Estate Planning Issues for Same-Sex Couples

Posted May 25th, 2012 I attended a great panel discussion on Wednesday, May 23rd, given by a joint effort between the AGLCC and Stonewall Bar Association. […]