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“The Only Thing That Is Constant Is Change.”
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Financial Insights

What to Do with Early Financial Independence

Follow Nick Bernardo on LinkedIn We’re seeing a shift. More clients in their 40s and early 50s are showing up with significant wealth already built. They’re not necessarily looking to retire early but are looking to use their financial position more intentionally. In a recent…
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emX from eMoney Advisor

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We’re excited to introduce emX from eMoney Advisor. More than just Bernardo’s client portal, emX offers you a complete personal financial management website. It keeps your various banking, investment, and insurance accounts updated and organized, lets you manage your budgets and spending, and even helps us chart a path for your long-term-planning goals — all in one convenient online/mobile experience. Contact us to sign up.

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This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Bernardo Wealth Planning recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. © 2016 Bernardo Wealth Planning

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contact@bernardowealthplanning.com | 267-500-1080 | 272 Ruth Road, Harleysville, PA 19438