Berger Wealth Management Blog

October 22, 2013

High-earners Beware! Tax Law Changes in 2013

Posted October 22nd, 2013 While reviewing a tax projection with a new client (married couple) recently, they were surprised to learn their tax liability was increasing […]
August 29, 2013

Women, Money, and Today’s Retirement

Posted August 29th, 2013 The article below, courtesy of the FPA®, discusses some of the unique challenges women continue to face when it comes to preparing for […]
June 27, 2013

Supreme Court rules on DOMA and Prop 8

Posted June 27th, 2013 Yesterday was an historic day as the Supreme Court struck down a central feature of the Defense of Marriage Act (DOMA). The […]
May 13, 2013

“The Retirement Gamble” – PBS Documentary that is Must-See Viewing

Posted May 13th, 2013 On April 23, 2013, PBS aired a documentary called “The Retirement Gamble” as part of the Frontline series. This must-see viewing covered topics […]
April 10, 2013

Dimensional Fund Advisors (DFA) – CEO speaks about investment philosophy

Posted April 10th, 2013 Here is a link to a short article in Forbes about Dimensional Fund Advisors. It gives a good overview of their investment […]
January 15, 2013

Retirement Planning for Small Business Owners

Posted January 15th, 2013 Retirement planning is often ignored by small business owners. Many owners spend so much time dealing with day-to-day operations and growing the business they forget one […]
January 3, 2013

What fiscal cliff bill means for taxpayers

Posted January 3rd, 2013 Here is a good article that explains what the fiscal cliff bill really means to taxpayers. The main ‘gotcha’ for everyone is […]
November 28, 2012

3.8% Medicare Tax WILL Happen – Fiscal Cliff or Not

Posted November 28th, 2012 This tax does NOT relate to the fiscal cliff but to Obamacare. It IS going to happen. Congress passed the 3.8% tax […]