In last week’s blog, we discussed the importance of having a plan for recovering from natural disaster.
Wealth Protection
Demystifying Auto Insurance Rates and How to Lower Them
Submitted by Bernhardt Wealth Management on February 15th, 2017For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting quotes from different companies) it’s always different. Worse, there doesn’t seem to be any rhyme or reason for the quote.
Medicare Webinar Invitation
Submitted by Bernhardt Wealth Management on September 6th, 2016As you may know, Bernhardt Wealth Management has retained the services of Eileen Hamm and her firm to help our clients with issues related to Medicare. Because we pay them a fee, this service is available to our clients at no charge.<
Is a Health Savings Account Right for You?
Submitted by Bernhardt Wealth Management on September 9th, 2013Consumer-directed health plans (CDHPs) which include Health Savings Accounts (HSAs) have been part of the benefits landscape for more than a decade.
Long Term Care Insurance
Submitted by Bernhardt Wealth Management on March 16th, 2012As many of our clients know I have retained Allen Hamm of Superior LTC Planning Services Inc. to assist our clients with planning for long term care. Our clients who have utilized this service have given us high marks about the service its benefits and the experiece of working with Allen.&nb
CAUTION: Long-Term Care Insurance through Your Employer!
Submitted by Bernhardt Wealth Management on November 12th, 2010Long-term care insurance (LTC) pays for the things Medicare does not–assisted living in-home care adult daycare and nursing homes. One of the biggest trends in LTC insurance is group coverage sold through your employer an association you’re a member of or even through your bank or credit union.
Controlling Risk Mandates a Long-term Care Insurance Review
Submitted by Bernhardt Wealth Management on August 9th, 2010A note from a client thanking me for providing a complimentary long-term care (LTC) insurance policy review prompted me to think how a LTC review would be useful for many others.
