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.
We are still in the season of giving, and many of us have given the gift of money to children, grandchildren, and other family members.
Arguably the wildest consequence of the recent pandemic is the remarkable price boom in the US housing market—which, some might remember, went spectacularly bust in the 2008-09 Great Recession collapse.
You may have read that the Social Security trust fund is due to be depleted in 2033, a year earlier than previous projections. This sounds alarming, except for several caveats.
In the first article in this series, we discussed several things you might want to give some special attention to as we close the books on 2021: focusing on core holdings; taking another look at your saving and spending; and paying attention to your mutual fund distributions.
The pandemic has impacted people’s financial lives in ways both large and small.
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