How can you use Bamboo in eMoney to benefit you? In this eMoney tip of the week, our CEO Greg Furer reviews using Bamboo from eMoney, including why we subscribe and potential benefits for you. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #decisioncenter #bamboo Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.
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Your life expectancy assumption plays a critical role in financial planning. While we can't predict exactly how long we'll live, the average life expectancy is currently just below 80—and it’s likely to keep rising with advances in medicine and healthier lifestyles. At Beratung Advisors, we understand that factors like family history and lifestyle choices affect your plan. We recommend assuming a life expectancy of 90 to ensure you’re prepared. Let us help you navigate your financial future with confidence. Let’s talk! Send me a message. #FinancialPlanning #RetirementPlanning #WealthManagement #InvestmentStrategy #FuturePlanning #lifeexpectancy #FinancialLiteracy #PersonalFinance
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Have you seen Ted Lasso yet? Ted Lasso is that feel-good comedy we need more of on television. It makes you laugh which is good for your soul, but the writing and storyline are good enough to entertain you and stimulate your brain. While this is happening, you do not realize it’s teaching you great life lessons. Click the link below to learn the top 5 leadership lessons I've learned from Ted Lasso. https://lnkd.in/eTHe-RQe #leadership #tedlasso #tedlassoleadership #leadershipdevelopment
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Join us for an in-person and virtual Zoom event on Wednesday, November 13th at 6:30pm, with special guest Sechler Law Firm, LLC, a Cranberry Township law firm specializing in assisting you to make the process of protecting your assets easier on you and your family. During this engaging session, you will have the opportunity to learn about estate planning and asset protection. They will help answer questions you may have about probate avoidance, taxes, and asset protection from nursing home costs. Register now as space is limited! Link to register is in the comments. Please feel free to reach out to us at contact@beratungadvisors.com or 412-357-2002 with any questions. We look forward to seeing you there! #EstatePlanning #FinancialPlanning #ProbateAvoidance #familyplanning #assetprotection
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At Beratung Advisors, we’ve created a simple 6-step process for developing your financial plan. Step 1: Listen Step 2: Peer to Peer Review Step 3: Clarify. After our Peer-to-Peer review, we delve deeper into your goals, values, and life situation, offering valuable insights into your financial picture. When we have mutual understanding, we then clarify what partnering with us entails, from the scope of work to fees, empowering you to make an informed decision about becoming a client. To learn more in depth about how the planning process can empower you to pursue your goals, click the link below: https://lnkd.in/dpnWthvc #FinancialPlanning #FinancialClarity #FinancialPlanningProcess
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8 years ago today, Beratung was founded! Thank you to everyone that has helped Beratung get to this point and helping it grow from here. Cheers to the next 8 years! #beratungadvisors #leapoffaith #called #blessed #happyanniversary
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⁉️🚨Can you name all 8 of your grandparents first and last names⁉️🚨 Listen in as Robyn Sechler discusses how your name could be forgotten in just three generations. What are you doing to leave a legacy? #beratungadvisors #beratunguniversity #generationalmemories #legacy
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Social Security planning can be stressful! Join local specialists from Nationwide as they help maximize what is, for many, the single most important monthly paycheck you’ll receive in retirement: your Social Security retirement benefits. Join us for an in-person seminar and virtual zoom event today, October 9th at 6:30 PM and get your questions answered. Link to register is in the comments. Please feel free to reach out to us with any questions at 412-357-2002 or contact@beratungadvisors.com. #beratungadvisors #SocialSecurityPlanning #RetirementBenefits #RetirementPlanning #SecureRetirement #FinancialAdvice
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At Beratung Advisors, we’ve created a simple 6-step process for developing your financial plan. Step 1: Listen Step 2: Peer to Peer Review. After listening intently and reviewing your information, our team of CFP® Professionals collaborates to unveil your complete financial picture. Together, we craft a personalized strategy tailored just for you. To learn more in depth about how the planning process can empower you to pursue your goals, click the link below: https://lnkd.in/dpnWthvc #beratungadvisors #financialplanning #CFPProfessionals #FinancialGoals #EmpowerYourGoals #PlanForSuccess
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Most of us go searching backward for our family's stories. But why not tell our stories forward? Why not leave tell your own story and tell it the way you want it to be told. Listen in as Robyn Sechler discusses the importance of telling your life's story. #beratungadvisors #beratunguniversity #tellyourstoryforward #familylegacy
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Every year we gather our clients together to show our gratitude through our client appreciation events. We joined together with over 140 clients to celebrate an Oktoberfest at the historic Teutonia Männerchor a few weeks ago. For those that joined us and want to remember the experience and for those that were unable to attend we wanted to share a short video highlighting the experience. We enjoyed a buffet of authentic Bavarian cuisine, an opening ceremony including a traditional keg tapping, traditional Bavarian dances from the Alpen Schuplatters, traditional music from Mädel Jäger, and a friendly Stein Holding Competition. Congratulations to Stein Holding Competition winners: 🍻 Damen (women) Katie Seftas 3:02 (She has won all three times and beat her previous record of 2:49) 🍻 Manner (men) Dan Snyder 4:24 (Current record holder is John Miller’s 5:20) We hope you join us next September for our annual Oktoberfest! We hope to announce our spring event and date in the coming months. We hope to see you there too! Thank you to all of our clients for choosing us and thank you to the clients that were able to attend and celebrate with us. #beratungadvisors #beratung #oktoberfest #clientappreciationevent #clientappreciation
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