Beratung Advisors

“Am I on track to retire?” If you are have this question let us help you find your answer. Learn how we do this by clicking the link https://lnkd.in/eAxips8W

This picture will be etched into my mind forever….I look at it and this song starts to play in my head..” this will be the day the music died.” This picture was taken at our monthly FPA- Pittsburgh Chapter meeting. I had just presented to the chapter on LinkedIn best practices. We were all happy and cheerful and had no idea the world we were about to walk into. In that 4-hour span between our meeting and board meeting, the whole world had changed. I looked at my phone to find over 50 text messages, 25 missed calls, 10 voicemails and so many alerts I didn’t bother to count them. Things had started moving at lightning speed! The large conference my firm was sponsoring the next day had been canceled, multiple sports leagues canceled games, one of the largest churches in the United States had canceled their Sunday in-person worship service, all in just hours. I left that meeting with na?ve enthusiasm and optimism to walk into a world that had changed. As I look back and reflect there are so many lessons, I learned but if I had to pick one is that paradigms shift fast in today’s world. If you are not paying attention and changing you will be left in the cold. Go check out their LinkedIn Here: https://lnkd.in/dMJwtkn9

Are your finances feeling scattered? With the demands of daily life, managing your finances can become overwhelming. At Beratung Advisors, we believe financial planning should simplify your journey, not complicate it. That’s why we offer the eMoney site, your personal client portal that brings all your financial information together in one secure location. Link your accounts to gain a comprehensive view of your finances, with automatic updates on account values for accurate insights. Collaborate with your advisor to define your goals and craft strategies that work for you. Explore, get organized, and stay on track with your financial plan. Let’s take the stress out of managing your finances! Send me a message today to get started. #FinancialPlanning #MoneyManagement #GetOrganized #FinancialFreedom #BeratungAdvisors

We were proud to live our core value of Contagious Generosity by sponsoring the Jubilee Professional conference by CCO as a student sponsor! This sponsorship funds scholarships that empower 7 CCO college students attending the Jubilee conference to also attend Jubilee Professional at no cost—an opportunity that opens doors to learning, networking, and professional growth. Jubilee Professional: Leverages some of the resources in town for Jubilee to equip and empower Christian leaders. For more than a decade, Jubilee Professional has provided a space to hear stories from a wide range of professionals, connect with co-laborers for the Kingdom, and renew vision for work and all of life. Jubilee Conference and CCO Campus Ministry: For nearly 50 years, the Jubilee Conference and CCO Campus Ministry have shared the hope of Jesus Christ’s resurrection and invited college students into a faith that speaks to every area of life. Through CCO, tens of thousands of college students have found the hope of Jesus and joined Him in bringing restoration. Contagious Generosity: By investing in the future leaders of our community, we’re not only providing critical educational opportunities that they do not get in the classroom, but also introducing them to a professional network. You are only one connection away from changing your life. We hope that this inspires a ripple effect of positive change. Together, we can make Pittsburgh more famous for God than steel! #JubileeProfessional #LiveYourCoreValues #EverydayLearner #ContagiousGenerosity #MoreFamousForGodThanSteel #FaithandWork #ImpactSoGreatOurCommunityWouldWeepIfWeCloseOurDoors

?? If Beratung closed our doors, would the community even notice? ?? This question hit me hard when I first read @Jeff Henderson’s book Know What You’re For. He challenges organizations to have “an impact so great that the community would protest if you closed.” At Beratung, part of our 412 Vision is to be a business that’s so deeply embedded in the lives of our clients, our team, and our community that the thought of us closing would leave a void. But how do we live that out? It’s more than just words—it’s about action. It’s about empowering our team to volunteer, offering our resources to local nonprofits, building leaders in the 412, and praying for our community. It’s about creating financial freedom that strengthens families and reduces stress, helping the next generation thrive. ?? I recently wrote about this in my latest blog: “An Impact So Great Our Community Would Weep If We Closed Our Doors.” ?? Read it here: https://lnkd.in/eDgd3pfA ? I’d love to know: How is your organization leaving a lasting impact on your community? Share your stories in the comments below! #412Vision #KnowWhatYoureFor #ForYinz #ContagiousGenerosity #BeratungAdvisors

Do You Have a Junk Drawer? If you’re anything like us, you probably do—and it’s probably a mess. Ours is the catch-all for batteries, rubber bands, receipts, and random tools. The only time we think about it is when we need something—usually my wife looking for the long lighter to light a candle or my daughter searching for some tape. That’s when the frustration sets in. We end up emptying the whole drawer, sorting through the mess, and swearing we’ll keep it organized this time. And for a few weeks, we do. But then life happens, and before we know it, the drawer is overflowing again. Finances work the same way. Bank accounts scattered across different institutions. Investment statements you check once a year. A budget you swear you’ll stick to—until life gets busy. You try to organize it, but without a system in place, it always slips back into chaos. We’ve Got a Better Way. At Beratung Advisors, we help bring order to financial chaos with an interactive technology experience that actually works. Our secure client portal gives you one place to see your entire financial picture—organized, clear, and always up to date. This clarity helps you understand where you stand today and the steps needed to reach your goals. But more than that, you also get a CFP? professional as your partner—someone to help guide you, strategize with you, and hold you accountable so you stay on track. This isn’t just a one-time cleanout—this is a system that lasts. ? Link all your accounts in one secure place ? Get real-time updates on your financial picture ? Work with your advisor to set goals and stay accountable ? Keep everything organized—without the constant reset Junk drawers happen. But your finances don’t have to be one of them. Let’s bring clarity and control to your financial world—for good. Ready to finally get organized? Send me a message to get started.

Is budgeting stopping you from building a financial plan? Are you puzzled about how to categorize your expenses for your financial plan? Read @Chris Dulovich’s latest blog to learn some budgeting tips. Here is a sneak peak. Living expenses are those everyday essentials – utility bills, insurance, groceries, clothing, and transportation costs – the regular must-haves for maintaining your lifestyle. On the flip side, liabilities are payments with an endpoint or an interest rate, like mortgages, car loans, credit card debt, or student loans. They have a defined timeline or the potential to fade away over time. An accurate breakdown of living expenses and liabilities is key to understanding your financial health. Dive into our blog post to learn to identify, differentiate, and manage your expenses effectively for a brighter financial future. Check out the blog at the link the comments. ?????

Am I on track to pay for my child's college education? Planning for your child's education can be a daunting task, but we can provide personalized strategies that align with your goals, ensuring a bright future for your loved ones. Let us help you find out if you are on track. Send us a message to get started today!

??♂?Are some people just not meant to work in certain roles? ??♂? The Predictive Index defines the strenghts of each of us as individuals and how we fit in our roles in the workplace… ?You can have the right person in the right role ? ?You can have the right person in the wrong role ? ?You can have the wrong person in the right role ? ?You can have the wrong person in the wrong role ? Predictive Index Expert, Eric Guy, talks about how the Predictive Index eliminates the guessing game that comes with hiring in his segment at Beratung University 2024. #ThePredictiveIndex #BeratungUniversity #CenterForVictory

While there is much to learn about how markets operate and function, understanding a few sound strategies may be enough to help you get started on the process. While there are many sound investment approaches, we’re going to review only five that have the potential to benefit the greatest majority of investors. Understanding these strategies could help improve your portfolio’s long-term results. Putting together a sound investment strategy can make your investment efforts much more effective. But it doesn’t end there. Effective investing requires an ongoing effort. And there’s a lot more to know. Our team would love to help you understand these strategies! #beratungadvisors #investing #investmenttips #financialplanning