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Financial Planning

Four Financial Communication Tips for Couples

Submitted by Bernhardt Wealth Management on March 5th, 2018

It probably would not surprise too many people to learn that money and finance are at the top of the list of reasons why marriages break up.

Tags:
  • Financial Planning
  • Retirement Planning
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The Billionaire Money Rules

Submitted by Bernhardt Wealth Management on February 20th, 2018

What our research shows about how the self-made Super Rich build their wealth

Tags:
  • Behavioral Finance
  • Business
  • Financial Planning
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Smart Ways to Build a Moat Around Your Wealth

Submitted by Bernhardt Wealth Management on December 11th, 2017

Have you taken steps to protect the assets you have worked so hard to build?

Chances are, you know someone who has been sued. Maybe that someone is you.

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  • Financial Planning
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Paying Off Your Mortgage: Is It Worth It?

Submitted by Bernhardt Wealth Management on November 27th, 2017

In previous times, people approaching retirement were also looking forward to having a debt-free home.

Tags:
  • Financial Planning
  • Real Estate
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When Disaster Strikes: Tips for Financial Recovery

Submitted by Bernhardt Wealth Management on September 10th, 2017

The tragic images coming from the Texas Gulf Coast over the past few weeks and from Florida and the Caribbean over the past few days have surely reminded us all that natural disasters are no respecters of persons.

Tags:
  • Financial Planning
  • Real Estate
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Three Steps to a More Secure Retirement

Submitted by Bernhardt Wealth Management on June 26th, 2017

Financial planners often hear the question: “Am I putting enough aside for retirement?” It isn’t surprising, especially as people reach “a certain age,” that they start wondering about this, especially since “not being a burden to my children in my old age” is close to the top of many prospective retirees’ worry lists.

Tags:
  • Financial Planning
  • Retirement Planning
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Stress-Test Your Financial Plan

Submitted by Bernhardt Wealth Management on June 19th, 2017

Many of us are familiar with the somewhat dreaded routine: climbing onto the treadmill at a clinic or our cardiologist’s office, having electrodes taped to our chests, and then undergoing a series of graduated exertions designed to measure our cardiovascular system’s ability to perform at greater and greater levels of effort.

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  • Financial Planning
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The Pros and Cons of Refinancing Your Mortgage

Submitted by Bernhardt Wealth Management on May 1st, 2017

The announcement by the Federal Home Loan Mortgage Corporation (“Freddie Mac”) on April 13, 2017, that 30-year fixed-rate mortgages have fallen to their lowest level of the year, averaging 4.08 percent, has many homeowners wondering if now is the time to refinance.

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  • Financial Planning
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Financial Stress Rings in the New Year

Submitted by Bernhardt Wealth Management on January 23rd, 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).

Tags:
  • Debt
  • Financial Planning
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Budgeting Tips Worth Sharing

Submitted by Bernhardt Wealth Management on August 21st, 2016

Budgets, or the more palatable term “spending plans,” provide structure and can make your financial life less stressful.

With students going back to college and college graduates beginning their careers, it’s a good time to review sometime-tested budgeting tips parents can share with their children.

Tags:
  • Financial Planning
  • Saving
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