Berger Wealth Management Blog

November 9, 2012

Planning Issues for Same-Sex Couples (Part 2)

Posted November 9th, 2012 Here is a link to a good article about planning needs/issues for non-traditional couples and families: http://wealthmanagement.com/wealth-planning/planners-now-regard-affluent-gay-and-lesbian-clients-important-growth-market-it-s-ti It highlights some issues that most […]
November 5, 2012

Possible Tax Planning Issues for 2013

Posted November 5th, 2012 There are several changes that will take place if Congress allows the Bush-era tax cuts to expire. Here’s what could be different […]
October 12, 2012

Planning Issues for Same-Sex Couples

Posted October 12th, 2012 The link below is to a really good article from OnWallStreet. It touches on many planning issues facing same-sex couples  – including […]
September 27, 2012

Presidential Elections and the Market

Posted September 27th, 2012 I just got back from a great trip to Jackson Hole, Wyoming! Would go back for sure. Love seeing the wildlife and […]
August 27, 2012

Never Too Young to Save for Retirement

Posted August 27th, 2012 I was just reading an article about different myths people have concerning planning for retirement. One was that’s it ‘too early’ to […]
August 10, 2012

Threats to Your Retirement Savings

Posted August 10th, 2012 Here are a couple of ways you can threaten your retirement nest egg: Withdraw too much…. by drawing down too rapidly, you […]
July 25, 2012

Retirement Planning – Troubles Ahead

Posted July 25th, 2012 A good friend of mine who is also a financial advisor forwarded an article to me that appeared in the NY Times. […]
June 20, 2012

Saving Tips

Posted June 20th, 2012 Many people don’t treat ‘saving’ like they should. Here are some ideas to help save more and be better prepared to deal […]