Egan, Berger and Weiner, LLC - Financial Planning

09/02/2026

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

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/01/2026

A lot of retirees say the same thing lately: “I’m not doing anything differently, but things feel more expensive.”

That’s because costs often increase gradually, not all at once. Property taxes, insurance, repairs, and healthcare tend to creep up over time.

A helpful habit is to revisit your spending once a year, just to see what has changed. You may not need to cut back, but having a clear view of where your money is going can make it easier to stay in control.

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

08/25/2026

Inflation doesn’t just raise prices - inflation challenges how your entire financial plan works.

One of the easiest ways to adapt? Shift your budget from fixed numbers to flexible ranges. It keeps you realistic without losing control.

Small structural changes like this can help you stay consistent, even when costs aren’t.

08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

08/20/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

08/18/2026

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and increased debt issuance. In the Cetera Investment Management Team's latest commentary, they break down what's behind the move, the impact on portfolios, and why we view higher yields as a compelling opportunity for long-term investors.
Read the full commentary:

We're in the Temperamental Era and bonds are the ones having the tantrum. The Temperamental Era is our term for a market that trades on headlines, not trends.…

08/18/2026

Retirement planning isn’t just about the number you’ve saved, but what that number can actually support over time.

Rising costs can quietly change the picture, especially over a long retirement. Taking time to review how your plan accounts for inflation and income timing can make a meaningful difference in how confident you feel moving forward.

08/17/2026

A bigger paycheck doesn’t have to mean a bigger lifestyle.

NFL rookie Barion Brown recently made headlines for saying he plans to save “every penny” he can from his first pro paycheck. CNBC Make It spoke with EBW Howard Pressman, CFP®, to provide a financial planning perspective on Brown’s approach.

Mr. Pressman explained that the lesson extends well beyond professional sports, particularly for those who experience a significant increase in income. Being mindful of new fixed expenses and lifestyle creep can be important when future income is uncertain.

A New Orleans Saints rookie signed a $4.67 million contract at 22, but he’s in no hurry to spend his NFL earnings.