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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?

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. 

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.

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.

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.

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

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.

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. 

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?

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.