Egan, Berger and Weiner, LLC - Financial Planning

Egan, Berger and Weiner, LLC - Financial Planning CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

EBW is an independent financial planning firm founded in 2003 and focused on providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals. Fee-Based Financial Planning

Egan, Berger & Weiner, LLC is an independent financial services firm whose associates offer decades of experience in many areas of financial planning. To learn more about financial p

lanning services and how to choose an advisor that fits your needs, please see our useful links under the Resources page for more information. Retirement Planning
Education Planning
Gifting and Estate Planning
Investment Portfolio Management
Investment Tax Strategies
Risk Management and Insurance Planning

Our experience can help you plan with purpose—so you can enjoy today with confidence and look ahead to tomorrow with confidence. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Go...
07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/13/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the ...
07/06/2026

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Great wine and great wealth have something in common—they both reward patience. 🍷Behind every perfect vintage is time, c...
07/06/2026

Great wine and great wealth have something in common—they both reward patience. 🍷

Behind every perfect vintage is time, care, and consistency. The same goes for your financial strategy. The goal isn't quick wins or a perfect growing season, but something that matures over time.

Let's raise a glass to long summer nights with friends, trusted bottles full of years of promise, and a life worth savoring.

Salut! 🥂

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:
07/02/2026

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of c...
06/29/2026

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer...
06/29/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3...
06/26/2026

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3 Quarterly Outlook to explore what’s driving these forces and what they could mean for portfolios in the months ahead. Click to learn more:

Cetera Investment Management is pleased to present its Q3 2026 Market Outlook: “Steady Ground, Rising Stakes.” In this quarter’s outlook, we examine a market…

Contact the office to schedule time to review your financial health.
06/24/2026

Contact the office to schedule time to review your financial health.

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to cou...
06/22/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

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