Beronio Wealth Planning

Beronio Wealth Planning Beronio Wealth Planning is a full service financial services firm with Independence Powered by LPL Fi Our sole focus is serving our clients.

Beronio Wealth Planning aims to provide comprehensive financial planning advice with a focus on sustainable results for all our clients goals and objectives. As an independent firm, BWP has no obligations to investment product manufacturers and no cross-sell quotas or other home-office directives. We Provide objective financial planning and investment advice, based on a thorough understanding of y

our unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education and professional training to help our clients reach their personal financial goals. We survey the marketplace on an ongoing basis to find appropriate vehicles for proper asset deployment, and, in most cases, incorporate said vehicles in our own portfolios. As such, the advice we give remains a personal endeavor. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org, www.sipc.org. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.PeterBeronio.com.

06/15/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/12/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
06/10/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
06/08/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Every year since 1947, the U.S. President pens an economics textbook.
06/05/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
06/03/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Happy to be a of this group of volunteers, donors and student-recipients. We had a wonderful turnout this year. Thank ...
06/02/2026

Happy to be a of this group of volunteers, donors and student-recipients. We had a wonderful turnout this year. Thank you for all who participated and congratulations to these very deserving scholars:)

🎓 Congratulations to Our 2026 AUSA Central Texas Chapter Scholarship Recipients! 🎓

Today, we had the privilege of awarding 42 scholarships to outstanding students from our military and Central Texas communities.

Through the generosity of our members, Community Partners, and supporters, we awarded:

✅ $43,500 in cash scholarships
✅ A $2,500 in-kind scholarship from Texas A&M University–Central Texas
✅ A $1,500 in-kind scholarship from Central Texas College

These scholarships represent an investment in the future leaders of our nation and our communities. We are incredibly proud of each recipient and look forward to seeing all that you will accomplish in the years ahead.

Congratulations to all of our scholarship recipients! We are excited for all you will do and honored to be a small part of your journey.

06/01/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

Address

2601 Trimmier Road
Killeen, TX
76542

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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