Skip to main content
menu
  • Home
  • About
    • Our Process
    • Our Philosophy
    • Our Team
  • Our Services
    • Our Offerings
    • Fees & Services
  • Resources
    • Blog
    • Current Periodicals
    • Financial Calculators
    • Useful Links
    • Disclosures
    • Forms
  • Client logins
    • Client planning portal
    • Group benefits portal
    • Retirement Plan Portal
  • Contact
  • Learn More Contact Us

Blog

Hand holding a large bundle of balloons
James Berry | Sep 14, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Focused young woman shopping online on her laptop
James Berry | Aug 14, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Mother and child working on a laptop together
James Berry | Jul 14, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
Two yellow balloons with smiley faces on them
James Berry | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Two men sitting at a table and having a conversation
James Berry | May 14, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Elderly woman doing yoga in a park
James Berry | Apr 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Hands holding a small wrapped present
James Berry | Mar 14, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
James Berry | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Children sitting on a bench together.
James Berry | Jul 3, 2019

Business Owners’ Personal and Family Security Risks

Lifestyle
Risk Management

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures

Read More
James Berry | Jul 3, 2019

Things You Should Know About Social Security and Your Retirement

Retirement

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should

Read More
beach retirement
James Berry | Jul 3, 2019

Start Saving for Retirement Today

Retirement

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social

Read More
Cards-wallet
James Berry | May 2, 2019

Credit Cards versus Debit Cards

Savings
Credit

Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • Page 5
  • Next page Next ›
  • Last page Last »
707 893 7695
info@berryfinancial.net

124 Broad St
Cloverdale, CA 95425

  • About
  • Privacy Policy
  • Contact
  • TLG Advisors Form ADV Part 2A
  • TLG Advisors Form ADV Part 2B
  • TLG Advisors Form CRS
  • Leaders Group Form CRS
  • Payment

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave., Suite 1 Summit, NJ 07901 (303) 797-9080. 

The Leaders Group, Inc./TLG Advisors, Inc and Berry Financial & Insurance Solutions are not affiliated.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Book Now
© 2025 Berry Financial. All rights reserved.