Egan, Berger and Weiner, LLC - Financial Planning

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

10/25/2026

🍂 Enjoy the Holidays Without Overspending

The holiday season is just around the corner, bringing plenty of opportunities to celebrate, connect with family and friends, and make memories. It can also bring extra expenses.

In his latest blog, Douglas Dañosos shares practical October budgeting tips to help you plan for seasonal spending, create a realistic holiday budget, and keep your financial goals in focus as the year comes to a close.

A little planning now can help you enjoy the celebrations while keeping your finances organized.

📖 Read Doug’s latest blog: https://www.ebwllc.com/blog/october-financial-check-in-enjoy-the-holidays-without-overspending

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/22/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

10/21/2026

🐾 A day of giving back, with plenty of four-legged friends! 🐶🐱

The EBW team spent a wonderful day volunteering at of Homeless Animals (FOHA), spending time with dogs and cats who are waiting to find their forever homes.

We loved the opportunity to give back and show some extra love to these deserving animals. ❤️

Are you thinking about adding a furry friend to your family? Consider adopting or fostering through FOHA. If you’re not in the area, reach out to your local animal shelter to see how you can help.

Every animal deserves a loving home. Adopt, don’t shop! 🐾

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“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...

10/17/2026

🔐 Is your password protecting you?

Creating and remembering passwords can be frustrating, but strong password practices play an important role in protecting your personal and financial information.

In recognition of Password Protection Month, EBW's Becky Krashin, CFP® shares three ways to strengthen your online security and help keep your information safe.

Take a few minutes to review your password habits. A little extra attention to online security can make a difference!

📖 Read Becky’s latest blog to learn more: https://www.ebwllc.com/blog/act-now-to-stop-hackers-from-stealing-your-passwords

10/15/2026

It's - it's a great time to look at your credit score and see if you're on track with your financial goals, as well as review your credit history to ensure there are no errors.

Improve your credit score in as little as 30 to 60 days using our strategies. Even with a good credit score, you can boost your score quickly!

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…