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  1. Home
  2. Archived Blog
  3. March 2019

March 2019

What’s the Plan? Your Annual Financial To-Do List

Submitted by Bernhardt Wealth Management on March 25th, 2019

You’ve probably heard some version of it all your life, said by everyone from your mom to your home room teacher: “Failing to plan is planning to fail.” Most of us, at one time or another, have rolled our eyes upon hearing this old chestnut.

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Roth IRAs and Smart Retirement Withdrawal Strategies

Submitted by Bernhardt Wealth Management on March 18th, 2019

For the last several years, Roth IRA accounts have become increasingly popular as a versatile tool for retirement savings. One reason is their flexibility.

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Weather Report: How to Save for a Rainy Day

Submitted by Bernhardt Wealth Management on March 11th, 2019

Fans of the novels and the hit HBO series Game of Thrones are familiar with the motto of the House of Stark: “Winter is coming.” This clan lives in the far north of author George R. R. Martin’s fictional land of Westeros, and their family proverb underlines their belief that it is always important to be prepared for hard times.

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Best Practices for Handling Property Insurance Claims

Submitted by Bernhardt Wealth Management on March 4th, 2019

The recent devastation in the wake of Hurricane Harvey on the Texas Gulf Coast, the horrendous wildfires in northern California, and the disastrous aftermath of Superstorm Sandy, along with other recent natural disasters, have focused public attention on both the massive scale of loss and the all-too-frequent inadequacy of both

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A Common Sense Guide to Heart Health

Submitted by Bernhardt Wealth Management on March 1st, 2019

It’s been said that a man with health has a thousand dreams, while a man with no health has but one.

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