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This is your one stop shop for all things Berknell Financial Group. See where we are going, what we are doing and how we are impacting lives nation wide. 

 

Tuesday, October 24, 2017

When they said you couldn’t take it with you when you are gone, they weren’t lying. Still, that does not mean that you do not have an input about your money when you are not around. Wealth management and estate planning are...

 

Tuesday, October 17, 2017

It’s that time – again. It’s a time when the investment pundits hit our television screens and debate stock picks, market movements and events that, well, in normal times would warrant downward moves in the market....

 

Monday, September 25, 2017

Choosing a financial advisor, for most, is one of those bullet points that remains on the to-do list for a very, very long time. After all, who needs them? Most of the products, stocks, bonds, and account types can be obtained without...

 

Wednesday, September 13, 2017

A few things are cornerstones in the old American dream: marriage, a successful career, a family and a home. Yet, to most of Gen Xers and millennials one of those characteristics seems farfetched. Guess which one? Home ownership is one...

 

Friday, August 25, 2017

We read the headlines all of the time. Another athlete bites the financial dust. It seems that the get rich quick and get broke quicker athlete has been the norm. Sad! But is it really? The truth is that many of us have never and will...

 

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Thursday, July 27, 2017

Just in case you haven’t heard, let us be the first to tell you: it’s happening. The largest transfer of wealth, estimated to be a whooping 30 trillion dollars, is occurring in the United States and Gen Xers and...

 

Wednesday, July 12, 2017

Want to invest but don't know where to start? Check out these 4 easy steps to help you on your way.

 

Wednesday, June 28, 2017

While the sales pitches sound great, you’ve always thought twice about the real intentions of your financial professional and the firm that they work for. Too often, the stories (and now cinematic depictions) of financial fraud...

 

Tuesday, June 13, 2017

Do you know how much your company's retirement plan costs you? The answer might surprise you.

 

Tuesday, March 28, 2017

If you don’t put your tax returns to good use, you will fund bad habits. The defining characteristic of wealth builders versus spender is how they perceive their money. Typically, spenders view their tax return as a paycheck...

 

Wednesday, March 22, 2017

In Dating Benji: Straight Talk on Improving Your Relationship with Money, I drew parallels on how your relationship with your finances was much like the intimate relationships in your personal life. You get what you put in. Yet, there...

 

Saturday, February 18, 2017

Maybe I’m a little biased. After all, for the majority of my life I've lived in the Bay Area , from my time in high school and even through my college playing days at the University of California, Berkeley. I’ve seen our...

 

Monday, January 30, 2017

It’s the moment that you’ve been waiting for. You’ve put in the sweat equity and the day has finally come. It’s bonus time. Every quarter, six months or year, many companies award their employees with cash...

 

Thursday, January 26, 2017

What's all the commotion about the Dow Jones?

 

Sunday, January 22, 2017

The only thing certain in life are death and taxes Here are a few things to consider.

 

Sunday, January 22, 2017

Twenty-six marks an important milestone. Don't let it catch you by surprise.