The team at Egan, Berger & Weiner, LLC
The partners at Egan, Berger & Weiner, LLC: Bryan Beatty, Sheldon Weiner, and Michael Egan
The Financial Advisors at Egan Berger & Weiner, LLC, include: (Back row from left) Carmen Martinez, Bryan Beatty, Howard Pressman, Dave Beck; (front) Michael Egan, and Sheldon Weiner
Bryan Beatty was featured on News Channel 8's "Let's Talk Live!" on Feb. 22, 2013. Reporter Sonya Gavankar gets his insights into inflation and how it will impact your retirement. Watch the entire episode on EBW's Financial News TV.
Sheldon Weiner was featured on "Let's Talk Live!" on Jan. 4, 2013. He tells reporter Sonya Gavankar that he knows it has been tough for people to feel confident about their retirement savings. To make matters more complicated, many people are behind in their retirement planning. So what can you do? Watch the entire episode on EBW's Financial News TV.
Egan, Berger & Weiner LLC founding partner Michael Egan was featured on "Let's Talk Live!" on Nov. 30, 2012. He explains to reporter Sonya Gavankar how to traverse the complicated Social Security system, which requires a significant amount of planning before you file for benefits. Watch the entire episode on EBW's Financial News TV.
Bryan Beatty, Let's Talk Live
November 21, 2012
When EBW partner Bryan Beatty was featured on "Let's Talk Live!" on Nov. 21, 2012, he gave insight to the self-employed about their retirement options. He explains to reporter Sonya Gavankar that especially you work for yourself, planning ahead is mission critical. Watch the entire episode on EBW's Financial News TV.
Financial Advisor Carmen Wu shares insights on News Channel 8 about "How to Plan Ahead for College."
Do You Really Need Long-Term Care Insurance? EBW's Dave Beck Offers Insights on Let's Talk Live
Sheldon Weiner Explains to Top 10 Retirement Mistakes You Don't Want to Have to Explain to Your Wife on Let's Talk Live
Howard Pressman talks to News Channel 8 reporter Angela Stribling on December 23, 2013 about the "Four Most Dangerous Words" you can utter when it comes to planning ahead for retirement.
EBW celebrates its 10th anniversary at its October 2013 Back to School Night event
Don't miss this dynamic webinar featuring ACC Family president Jim Lindsay on Global Demographic Trends, and how they impact you.
Egan, Berger & Weiner, LLC is an independent financial services firm based in Northern Virginia. Our associates have decades of experience in helping our clients plan ahead for retirement.
Our mission is simple: To help our clients accomplish their dreams by skillfully navigating them through life’s myriad financial decisions.
That’s why we launched EBW’s Financial Planning Knowledge Center — a website filled with articles that we have written, interviews we’ve given, and information that we regularly share on radio and TV news shows.
EBW’s Michael Egan and Howard Pressman are named two of Washingtonian magazine’s Top Money Advisers. Read all about it!
Howard Pressman (left) is also the 2015 Planner of the Year by the Financial Planning Association’s National Capital Area Chapter. More here.
It’s our clients who inspire us! To show our appreciation, each year we host Back to School Night. It includes educational seminars taught by expert speakers, as well as delicious food, music and dancing, and great networking opportunities for the hundreds of people who attend. Click here for photos from this year’s event. And click here to watch the video from last year’s 10th anniversary celebration.
To learn more about Egan, Berger & Weiner LLC, visit www.ebwllc.com, and call 703-506-0030.
Expensive housing, relatively high taxes and maddening traffic frequently motivate people to look elsewhere for their next phase of life For anyone fantasizing about “where next” while stuck in bumper-to-bumper traffic, here’s some food for thought as you consider finding your paradise from Certified Financial Planner® Howard Pressman of Egan, Berger & Weiner, LLC, who was featured today on News Channel 8’s Let’s Talk Live.
Let’s Talk Live’s host Kidd O’Shea asked Pressman:
1. How should retirees go about finding Paradise?
2. What qualities are retirees looking for in their new home town?
3. How important are taxes to future retirees?
4. Once you think you’ve found your new town, what should you do next?
5. Last, but not least, what mistakes should people avoid?
Click here to watch the entire segment.
Did you know that women worldwide currently outlive men by about five years?
Statistics show that by age 85, there are roughly six women to every four men. At age 100, the ratio is more than two to one. And by age 122 — the current world record for human longevity — the score stands at one-nil, in favor of women.
“Unfortunately, achieving retirement security for women is a multifaceted obstacle,” shares EBW financial adviser Carmen Wu, CRPC® in this month’s issue of EBW Financial News. “Not only do we live longer, but so often the majority of women tend to earn less income than men during their lives, spend fewer years in the workforce (for a variety of reasons), and take a conservative approach to investing the money they do earn.”
What can women do to better prepare for a financially comfortable retirement? Scroll down to find out.
And don’t miss our sidebar article this month featuring an analysis by the British organization Age Watch, which offers three possible explanations for why women live longer than men.
That’s not all!
- For additional insight from Carmen Wu on her Women + Retirement series, click here for her article, Why Is Saving So Tough?
- And be sure to tune in to DC’s News Channel 8 on Nov. 30 when Wu will be talking about this topic on Let’s Talk Live.
- To increase the odds of making the right move in your retirement years, click here to learn what EBW’s Howard Pressman told WJLA reporter Kidd O’Shea about Finding Paradise.
From all of us at Egan, Berger & Weiner, we wish you a very happy Thanksgiving holiday. — Cheers to your family, and your financial health!
September 11, 2015, CNBC — “With volatility in global markets persisting, investors and several entities, including pension funds, began pondering different investment strategies to protect themselves,” writes Fred Imbert in an article posted today on CNBC.
He points to the California State Teachers’ Retirement System (CalSTRS), the second-largest pension fund in the U.S., recently considered shifting up to $20 billion of its assets—more than 10 percent of its $191 billion portfolio—away from stocks and real estate in favor of “safer” investments, such as long-term U.S. Treasury bonds.
“Financial experts are mixed about whether individual investors should consider a hedge similar to the pension plans,” writes Imbert, who interviewed Egan, Berger & Weiner partner Howard Pressman for his perspective on the situation.
“There are important distinctions between pension funds and human beings that need to be considered,” explained Pressman, noting that one of the main differences between retail investors and pension funds are in their objectives. “A pension fund’s main goal is to meet its payment obligations.”
He added that many of these pension funds’ investment strategies are often too complex for an average investor to implement. “The ‘risk mitigation’ strategies may be advisable for a large pension fund run by sophisticated managers, but these investments tend to lack liquidity, be very expensive and are too complicated for retail investors,” he said.
Click here to read the entire article.
By Carmen Wu, CRPC®
In his 2015 Scientific American article, Why Women Live Longer Than Men, the director of the Institute for Ageing and Health at Newcastle University in England, Thomas Kirkwood, writes:
If there are any men left who still believe that women are the weaker sex, it is long past time for them to think again. With respect to that most essential proof of robustness — the power to stay alive — women are tougher than men from birth through to extreme old age.
The average man may run a 100-meter race faster than the average woman and lift heavier weights. But nowadays women outlive men by about five to six years. By age 85, there are roughly six women to every four men. At age 100, the ratio is more than two to one. And by age 122 — the current world record for human longevity — the score stands at one-nil, in favor of women.
If you are a woman planning ahead for your retirement, consider these questions.