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Year End: Where are you with your financial goals?

Submitted by Bernard Wealth Management on November 24th, 2020

As unprecedented a year as 2020 has been, one thing remains certain – it will be coming to an end on December 31st!  Now is a good time to evaluate where you are with your financial goals.  With year-end deadlines in mind, we wanted to send the following reminders.

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  • #financialplanning
  • 401K contributions
  • Bernard Wealth Management
  • financial planning
  • IRA distributions
  • Retirement Planning
  • retirement readiness
  • wealth management
  • wealth managerment
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Are you Retirement Ready?

Submitted by Bernard Wealth Management on October 2nd, 2020

 

This important webinar is perfect for anyone who is approaching a retirement goal or nearing 65 and want to learn about how to be prepared.

Join HAP Medicare expert, Elizabeth Robinson and Ken Bernard, CFA, as they co-present pertinent information to help you plan and move forward into this exciting next chapter.

Tags:
  • financial planning
  • Retirement Planning
  • retirement readiness
  • wealth management
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Habits of a Savvy Saving Family

Submitted by Bernard Wealth Management on April 4th, 2017

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S.

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  • wealth management
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Essential Elements of a Retirement Plan

Submitted by Bernard Wealth Management on March 15th, 2016

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 lifetime income, their own savings, and Social Security.

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  • wealth management
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