Thomas R. Berg, CFP

It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.

While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.

Get the personalized advice you need to envision and build a confident financial future.

A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too. After a year where many plans were disrupted and most travel plans derailed, it is time to set our sights on a new and exciting future. Call Virginia so we can schedule a time to meet and combine your new goal(s) with your existing financial goals.

Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.

My job as a financial advisor is about more than money it’s about helping people like you reach their goals.

Running out of money in retirement is a scary prospect but can be avoided. Here are a few things you can do to help your savings last as long as possible.

"Never spend your money before you have earned it." Thomas Jefferson. Are your priorities in order when it comes to money management?

How will you give back this holiday season?

Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.

It can be a tough balance to strike providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.

Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly. - Beth Moore, Living Proof Ministries