Justin Berry |

Making Progress in 2022

For this quarterly newsletter's main article, I thought I would create a suggestion list of healthy financial tasks to tackle at the

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Justin Berry |

Based on dozens of conversations I have had recently, many clients are surprised about the rapidly rising costs of real estate considering we are 12 months into

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Justin Berry |

Question: Justin – Any tips for how to deal with all the stories of people getting rich quickly by making big bets on individual stocks, crypto, or some of the

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Justin Berry |

Question: Justin – Because of the low interest rates, we’ve been looking into the possibility of refinancing our mortgage. Our lender sent us a bunch of options

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Justin Berry |

This quarter’s column is a bit different as it is about a topic that is personal for me. It is not directly related to finance, but the way of thinking I am

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Justin Berry |

Question: Justin – We are planning to start trying to have a child in the next few months. What financial topics should we be thinking about that weren’t as

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Justin Berry |

Question: Hey Justin, what are your thoughts about refinancing a home mortgage that we got recently?

Answer: This is a good and timely question. As I write this

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Justin Berry |

Over the past four months I’d estimate I’ve heard more financial predictions than I’ve heard in the past four years. I understand the unprecedented nature of

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Justin Berry |

I met with two different new clients this past month who both said almost the same exact thing to me. “I’d like to have the option to retire by 55 just in case

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Justin Berry |

I like simplicity. There is beauty in simplicity. One of the most satisfying parts about my job is helping clients find solutions to their biggest financial

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