The Bernard Wealth Management Group | Financial Advisors

Newsletters

HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Five Red Flags That Raise the Odds of an Audit

Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Don’t Let a Disaster Keep the Lights Off Forever

As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.