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How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond

Submitted by Bernhardt Wealth Management on July 1st, 2020

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or your elderly parents—might require new types of never-before-needed assistance.

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Refinancing Is Hot—But What about the Economy?

Submitted by Bernhardt Wealth Management on June 29th, 2020

The last time we discussed the pros and cons of refinancing your mortgage was in our blog dated September 9, 2019.

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When a Changing Economy Forces Early Retirement

Submitted by Bernhardt Wealth Management on June 22nd, 2020

When times get tough, it’s not unusual for many of us to start thinking about how to cope with changes in our employment status.

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Are You Your Own Worst Enemy? Trying to Beat the Market vs. Letting It Work for You

Submitted by Bernhardt Wealth Management on June 15th, 2020

One of the most common bits of counsel that we offer to clients who are investing for long-term growth is to avoid emotional reactions to market movements, either positive or negative.

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“The Shots Not Taken”: New Study Suggests Taking More Chances Can Make You Happier

Submitted by Bernhardt Wealth Management on June 8th, 2020

National Hockey League Hall-of-Famer Wayne Gretzky is the all-time scoring leader, with more goals and assists than any other player: 894 regular-season goals and an astounding 1,963 regular-season assists—128 goals and almost a thousand assists more than his nearest competitor.

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The New Stimulus Act: What’s in it for You?

Submitted by Bernhardt Wealth Management on June 1st, 2020

As most Americans know by now, the CARES Act was passed by Congress and signed into law by President Trump on March 27. The largest relief act in US history, the bill contained over $2 trillion in funding aimed at providing financial relief and support for small businesses, individuals, state and local governments, and certain crucial industries.

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Don’t Leap Before You Look!

Submitted by Bernhardt Wealth Management on June 1st, 2020

The powerful benefits of thoughtful action

When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward.

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To Zoom, or Not to Zoom? Staying Safe While Videoconferencing

Submitted by Bernhardt Wealth Management on May 26th, 2020

It’s not exactly a new word, but “Zoom” has taken on an entirely new meaning since the beginning of the coronavirus pandemic and the widespread stay-at-home orders engendered by public health concerns.

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Tips for Keeping Healthy as the Economy Re-Opens

Submitted by Bernhardt Wealth Management on May 18th, 2020

As more states and cities continue gradual re-opening and allowing mandatory stay-at-home orders to expire, uncertainties remain for many of us. Is the coronavirus going away? How can I be sure it’s safe to go out in public? Should I wear a face mask? Is it okay to go to a restaurant or have friends come to the house?

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Recession Lessons: Looking Back, Looking Ahead

Submitted by Bernhardt Wealth Management on May 11th, 2020

With gross domestic product (GDP) off 2.4% in the first quarter of 2020 and broad anticipation of perhaps ten times that figure in the second quarter, the U.S. economy already meets the textbook definition of a recession, according to a number of economists.

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