Skip to main content
 

Bernhardt Wealth Management logo

  • Home
  • About 
    • Our Team
    • How We Work
    • The Bernhardt Way
    • Affiliations
  • Our Services 
    • Wealth Management
    • Investment Management
    • Small Business
  • Resources 
    • Articles
    • News
    • News Releases
    • Videos & Podcasts
    • White Papers
    • Newsletter Signup
    • Profiles in Success
  • Client Login 
    • TD Ameritrade
    • BWM Client Portal
  • Blog
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. August 2019

August 2019

Medicare Open Enrollment and What's New for 2019

Submitted by Bernhardt Wealth Management on August 26th, 2019

For qualified persons (65 and older), it’s important to stay informed about Medicare, the program provided by the federal government to help with healthcare expenses.

Tags:
  • Medicare
  • Read more

“Safe as a Bank Vault:” But How Safe Is That, Really?

Submitted by Bernhardt Wealth Management on August 19th, 2019

Many of us place our most treasured or valuable items in a safe deposit box. After all, what more secure location could there be for our treasures than inside a locked box, stored inside the vault of a bank?

  • Read more

Creating a Lasting Family Legacy

Submitted by Bernhardt Wealth Management on August 12th, 2019

As we talk with clients about estate planning matters, we often hear that the clients’ first priority is to build a secure financial foundation that will support their children for years to come. That is certainly a key goal for most people. But what we hear much less often is a carefully considered plan for making that long-term security a reality.

Tags:
  • Legacy
  • Read more

No Kids, No Will: Bad Combination

Submitted by Bernhardt Wealth Management on August 5th, 2019

“Married, with children” isn’t an automatic combination anymore. In fact, even well-to-do persons in long-term, stable marriages—including celebrities like Christopher Walken, Jay Leno, Dolly Parton, and everyone’s favorite Golden Girl, Betty White—have stated publicly that they have never felt the compulsion to bring children into the world.

Tags:
  • Estate Planning
  • Read more

The Power of Charitable Remainder Trusts

Submitted by Bernhardt Wealth Management on August 1st, 2019

Do well by doing good

A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most.

  • Read more

Recent Blog Posts

  • New Filing Schedule, Tax Limits for 2021
  • “Try a Little Kindness”: It’s Good for You and the Country, Too
  • New Year, New Reasons for Caution: Staying Safe Online

Archived Blog

  • January 2021 (4)
  • December 2020 (7)
  • November 2020 (6)
  • October 2020 (5)
  • September 2020 (5)
  • August 2020 (6)
  • July 2020 (6)
  • June 2020 (7)
  • May 2020 (6)
  • April 2020 (6)
  • March 2020 (11)
  • February 2020 (5)
  •  
  • 1 of 11
  • ››

Categories

  • 401(k) (21)
  • 401(k) Retirement Planning (2)
  • Annuities (4)
  • Behavioral Finance (27)
  • Benefits (2)
  • Business (6)
  • Client Survey (1)
  • College planning (11)
  • Conflicts of Interest (4)
  • Cryptocurrency (1)
  • Cyber Security (2)
  • Debt (3)
  • Dimensional Fund Advisors (9)
  • Diversification (5)
  • Economics (34)
  • Economy (1)
  • Estate Planning (19)
  • Exit Planning (2)
  • Fiduciary (32)
  • Financial Advisor (16)
  • Financial Check-up (3)
  • Financial literacy (6)
  • Financial Planning (25)
  • Fraud (6)
  • Gordon's Life (9)
  • Health (1)
  • Healthcare (7)
  • Holidays (3)
  • Identity Theft (5)
  • Investing (97)
  • Investment Scams (1)
  • Investments (5)
  • IPO (1)
  • IRA (8)
  • Jobs (4)
  • Legacy (1)
  • Long Term Care (8)
  • Market Volatility (1)
  • Medicare (5)
  • Mutual Funds (2)
  • Philanthropic Planning (1)
  • Philanthropy (13)
  • Quality of Life (4)
  • Real Estate (7)
  • Rebalance (3)
  • Retirement (2)
  • Retirement Planning (44)
  • Saving (5)
  • Senior Issues (10)
  • Six Cs (6)
  • Social Security (8)
  • Success (10)
  • Taxes (30)
  • The Bernhardt Way (27)
  • Wealth Management (1)
  • Wealth Protection (3)
  • Wealth Transfer (1)

Refer Us

Subscribe to our Newsletter

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (703) 356-4380
Toll Free: (888) 356-4380
Fax: (703) 356-4383

Email: gordon@BernhardtWealth.com

7601 Lewinsville Road, Suite 210, McLean, VA 22102

       

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is only for information distribution regarding BWM products and services as well as general investor education. All information is provided for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

 

Form ADV   |  Form CRS

© 2021 Bernhardt Wealth Management, Inc.. All rights reserved.

Website Design For Financial Services Professionals