Better Late? Reasons to Delay Social Security Benefits
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
Most American workers who have at least 10 years of work history will be able to start taking Social Security benefits as soon as they reach age 62. But should they? read more ..read more
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What Is Wealth Planning, Really?
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur unnecessary risk.  read more ..read more
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Tax Policy Outlook for 2022
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
President Biden has made his “Build Back Better Act,” which would include major changes in US tax policy, a centerpiece of his legislative agenda. However, his party’s narrow majority in the House, combined with the 50-50 split in the Senate, have made it difficult for the president to get the necessary legislation passed by Congress. read more ..read more
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Three Cheers for Inflation? The Social Security COLA
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
As the economy continues its recovery from the pandemic-induced recession of 2020, one of the consequences is that inflation, which had been rather tame since the onset of the Great Recession in 2008—hovering in or near the Federal Reserve’s “Goldilocks zone” of 2%—has rekindled. read more ..read more
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Protecting Older Americans
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
According to recent reports, financial elder abuse is on the rise, costing elderly Americans an estimated $36.5 billion in 2020 alone, according to the National Council on Aging. read more ..read more
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Is Investing for Dividend Yield Still Worth It?
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
It’s fairly common, while perusing financial publications and websites, to see headlines like “10 Dividend Growth Stocks You Can Count On,” or “20 Dividend Growth Stocks Blasting Off.”  There’s an annual “Dividend Aristocrats&rdq read more ..read more
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Looking Back, Planning Ahead: Welcome, 2022!
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
Before we conduct a quick review of the year just ended and try to think about what may lie before us in 2022, we at Bernhardt Wealth Management want to start by assuring you of our sincere hope that you and your family and friends have enjoyed a peaceful holiday season. read more ..read more
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Working with the Right Advisor
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals.  read more ..read more
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Holiday Traditions: Holiday Book 2021
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
Answer:  The title of this year’s book gifted to Bernhardt Wealth Management clients. Question:  What is “The Answer Is . . .: Reflections on My Life” by Alex Trebek? read more ..read more
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Holiday Traditions: BWM Cares 2021
Bernhardt Wealth Management
by Bernhardt Wealth Management
2y ago
The Holidays are a time of tradition and giving. For 19 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season. read more ..read more
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