Berger Wealth Management Blog

August 28, 2016

Make the Most of Your 401(k)

Posted August 28th, 2016 As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the […]
February 14, 2016

Mutual Funds and Taxes: A Primer to Help Lighten the Load

Posted February 14th, 2016 Mutual Funds and Taxable Distributions Unless your mutual fund investment is held in a tax-deferred vehicle like a 401(k) plan or IRA, […]
January 9, 2016

Focus on Time in the Market, Not Market Timing

Posted January 9th, 2016 Buy-and-Hold vs Market Timing Market timing is an investing strategy in which the investor tries to identify the best times to be […]
March 28, 2015

Women Lag Behind in Retirement

Posted March 28th, 2015 Surveys have shown that women are not as financially prepared for retirement as their male counterparts. There can be many reasons for […]
June 3, 2014

Retirement Confidence Recovers for Those With Retirement Plans

Posted June 3rd, 2014 The survey says….. This article, courtesy of the FPA®, talks about how there has been an increase in confidence in those people […]
February 18, 2014

Tax Planning Tips for Investors

Posted February 18th, 2014 The article below, courtesy of the FPA®, gives investors four tax planning tips to help ease your tax liability. Ask your financial […]
December 18, 2013

Reinvest Fund Distributions for Long-Term Growth

Posted December 18th, 2013 The following is an article from the Financial Planning Association that explains the benefits and/or choices investors have concerning whether or not […]
October 29, 2013

Morningstar Names Best 529 College-Savings Plans for 2013

Posted October 29th, 2013 This is a good article that shows the latest ratings of the various 529 Plans across the country. Georgia’s plan is rated […]