For Our Clients
Resources, Tools, and Other Helpful Information
Easy and convenient access to the information and resources you need. The resources below are designed for clients of Bernicke Wealth Management.
Account Access
TD Ameritrade – Online Account Access
eMoney – Your Personal Financial Website
For help on eMoney, see the eMoney FAQs
Helpful Articles, Guides, and Worksheets
- [Article] When Should You Update Your Estate Plan? Download
- [Article] What Records Should You Keep and for How Long? Download
- [Article] What to Do When a Loved One Dies Download
- [Worksheet] In Case Something Happens - Items to Know Download
- [Worksheet] Vault Checklist Download
- [Guide] Key Financial Data – 2018 Tax Resource Download
- [Template] Credit Freeze Packet Download
For more educational articles, see our Resource Library.
Upcoming Client Events
Client Education Event - Monday, March 11, 2019 (details to come)
Client Appreciation - June 17-18, 2019 (details to come)
Newsletters
- December 2018 - Does History Repeat Itself? View
- November 2018 - Seeing the Big Picture View
- October 2018 - What is Lurking Below the Surface? View
- September 2018 - Are the Markets Overvalued? View
- August 2018 - Should Tariffs and Trade Deals Change Your Investment Strategy? View
- June / July 2018 - The Three C's of Health Care Planning View