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Retirement: Six Facts That Might Surprise You

Submitted by Bernhardt Wealth Management on November 6th, 2017

With all that has been said, written, and discussed about preparing for retirement, it might seem that there is very little remaining that still needs to be talked about.

Tags:
  • Long Term Care
  • Retirement Planning
  • Saving
  • Social Security
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Millennials, Savings, and Investments: The Good News and the Bad News

Submitted by Bernhardt Wealth Management on April 3rd, 2017

Human Relations 101 teaches us that when we want to offer effective advice or suggestions, we should start by affirming the other person. So, I’ll start with a word or two of praise for the financial habits of Millennials–persons born in the period between about 1980 and 2000.

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  • Saving
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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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For Mother’s Day, Some Tips to Help Women Save for Retirement

Submitted by Bernhardt Wealth Management on May 10th, 2015

Multiple studies find that women are less confident about a secure retirement than men. Interestingly, that insecurity flies in the face of women’s advances on the employment front. Women now account for 51.4% of all workers in high-paying management, professional and related occupations. And between 1997 and 2013, when the number of new U.S.

Tags:
  • Holidays
  • Retirement Planning
  • Saving
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Kudos to Generation Y

Submitted by Bernhardt Wealth Management on February 27th, 2012

What interest rate are you earning on your savings account? The fact that today’s bank savings accounts generate virtually no yield certainly makes it tougher to convince younger generations to save for retirement.

Tags:
  • Retirement Planning
  • Saving
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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.

 

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