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Financial Check-up

Improving One’s Financial Health

Submitted by Bernhardt Wealth Management on February 27th, 2017

A December survey by the National Endowment for Financial Education (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing debt (44 percent).

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Data Gathering vs. Discovery

Submitted by Bernhardt Wealth Management on May 18th, 2014

An interesting article by advisor Roy Diliberto “Data Gathering vs. Discovery” gets to the heart of how advisors can distinguish themselves in a competitive marketplace. Obviously data gathering is 100% quantitative and provides the basic financial information we need to do our jobs.

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Ring in the New Year with a Financial Check-up

Submitted by Bernhardt Wealth Management on January 3rd, 2011

January is a great time for an annual financial check-up. These five steps can help you plan for your future:

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