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Is Uncle Sam’s Debt Higher Than We Thought?

Submitted by Bernhardt Wealth Management on February 4th, 2013

In A Proper Accounting: The Real Cost of Government Loans and Credit Guarantees the editors of the online newsletter Knowledge@Wharton point out that while our attention has been focused like a laser beam on the U.S.

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A Consultative Financial Advisor

Submitted by Bernhardt Wealth Management on January 28th, 2013

There are a variety of characteristics a successful client-advisor relationship should have. Chief among them is that the relationship must be consultative. In my practice that involves much more than simply working together with clients in an open and honest partnership to meet their goals.

Tags:
  • Financial Advisor
  • Six Cs
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Good News for IRA Owners

Submitted by Bernhardt Wealth Management on January 21st, 2013

On January 2 2013 President Obama signed the American Taxpayer Relief Act of 2012 also known as the Fiscal Cliff Bill into law. While tax rates grabbed all the headlines the bill also included some good news for charities – and for philanthropically inclined Individual Retirement Plan (IRA) owners.

Tags:
  • IRA
  • Retirement Planning
  • Taxes
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Learning from Successful People

Submitted by Bernhardt Wealth Management on January 14th, 2013

It’s a new year and we’ve likely all made resolutions to improve ourselves.

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  • Success
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2012: The Year Pessimism Got Skunked…Again

Submitted by Bernhardt Wealth Management on January 7th, 2013

The election. The fiscal cliff. The national debt. The federal deficit. Slow (to nonexistent) economic growth. Chronically high unemployment. Superstorm Sandy the east coast’s Katrina. Impending tax increases. The euro plague leapfrogging from Greece to Spain next perhaps to Italy and even France. The weak dollar. The Federal Reserve continuing to push on a string.

Tags:
  • Economics
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Happy New Year! The Cliff was Averted

Submitted by Bernhardt Wealth Management on January 5th, 2013

Amid intense political drama Congress passed the American Taxpayer Relief Act on New Year’s Day to avert massive tax increases for nearly all earners that were slated for January 1st. The best comment I’ve read thus far on the legislation comes from David Lifson an accountant at Crowe Horwath in New York.

Tags:
  • Taxes
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Congress Pushes Us to the Cliff’s Edge

Submitted by Bernhardt Wealth Management on December 31st, 2012

Well here we are on December 31 and there’s still no deal on Capitol Hill to avoid the Fiscal Cliff. Negotiations on Sunday had Senate Majority Leader Harry Reid and Senate Minority Leader Mitch McConnell holding closed-door meetings. Their goal was to reach a compromise by mid-day but they fell short even as Vice president Joe Biden joined in.

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A Way to Honor the Precious Lives Lost

Submitted by Bernhardt Wealth Management on December 24th, 2012

“When we meet real tragedy in life we can react in two ways — either by losing hope and falling into self-destructive habits or by using the challenge to find our inner strength.” That inspiring thought comes from the Dalai Lama and it is certainly applicable in the wake of the unfathomable tragedy in Newtown Connecticut.

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Know How Your Advisor Gets Paid

Submitted by Bernhardt Wealth Management on December 17th, 2012

Know what you are paying for and know how your advisor gets paid.

Tags:
  • Financial Advisor
  • Six Cs
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Retail Investors Out of Sync and Stymied by Choices

Submitted by Bernhardt Wealth Management on December 10th, 2012

When State Street’s Applied Center for Research recently asked retail investors what steps they needed to take over the next ten years to prepare for retirement the number one response (40 percent) was to becom

Tags:
  • Behavioral Finance
  • Benefits
  • Retirement Planning
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