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Blog

Bernard Wealth Management | Feb 1, 2017

Meet the 529: Your Best New Collegiate Friend

After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast forward through the sudden expenses to be

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Bernard Wealth Management | Mar 15, 2016

Essential Elements of a Retirement Plan

Wealth Management

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a

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