• Charles Schwab
  • eMoney
Bernardo Group
  • Process
  • Team
  • Insight
  • Resources
  • 401(k)

Tag Archive: Networking

May 20, 2016

How 529 Plans Help Families Save for College

How 529 Plans Help Families Save for College

What is a 529 plan? An investment plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training for a designated beneficiary, such as a child or grandchild. What…
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Networking

May 17, 2016

Financial Planning for People with Alzheimer’s

Financial Planning for People with Alzheimer’s

Many people are unprepared to deal with the financial consequences of a serious illness such as Alzheimer’s disease. Legal and medical experts encourage people recently diagnosed with a serious illness — particularly one that is expected to cause declining mental and physical health — to…
READ MORE

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Finance Investment Networking

Categories

  • View All
  • Financial
  • Investment
  • Networking
  • Uncategorized
  • Wealth Planning

Popular Tags:

  • Market update
  • Networking
  • market commentary
  • Finance
  • IRA Distributions
  • Recession Risk
  • economy
  • Financial planning
  • investments
  • Tax Deductions
  • Investment
  • Market Insight
  • Market Volatility
  • Stocks
  • trade
  • Global Economy
  • Charitable Giving
  • Job Growth
  • Financial Recap
  • Stock volatility

Contact Us

267.500.1080

contact@bernardowealthplanning.com

Get Directions

272 Ruth Road // Harleysville, PA 19438

Connect With Us

Bernardo Wealth Planning LLC BBB Business Review

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

Legal Disclosure

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