Why are there so many Americans who are woefully unprepared financially for retirement? A recent study by Wharton business economics and public policy professor Olivia S.
Financial literacy
Raising Financially Responsible Children
Submitted by Bernhardt Wealth Management on February 10th, 2014Clients across all wealth levels often ask for my thoughts on how they can raise financially responsible children. Here are some things to consider:
Client Survey Results
Submitted by Bernhardt Wealth Management on March 24th, 2012Our goal is to help our clients make informed decisions with their money so they can make work optional and can focus on creating a quality of life that reflects their deepest values. Critical to that process is providing a consistently high level of service that meets the needs of individual clients.
Ready for a Challenge?
Submitted by Bernhardt Wealth Management on May 22nd, 2011Last month I wrote about a recent article Why We’re Not Wired for Successful Retirements by Philip Moeller that was based on a financial literacy test given to consumers in Chile.
Is Cash in the Pocket Better Than Waiting for More?
Submitted by Bernhardt Wealth Management on April 10th, 2011In a recent article Why We’re Not Wired for Successful Retirements Philip Moeller explores the psychology behind the answers to that question as documented in new research by Justine Hastings of Yale University and Olivia Mitchell of the University
What You Don’t Know Can Hurt You
Submitted by Bernhardt Wealth Management on January 17th, 2011The Role of Financial Literacy in Determining Retirement Plans by Robert Clark Melinda Sandler Morrill and Steven G. Allen is the latest publication in the National Bureau of Economic Research’s Working Papers series.
