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

 Access Your Accounts

eMoney – Your Personal Financial Website

Client Login

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.


Newsletters

  • July/August 2019 - Signs of Economic Headwinds View
  • June 2019 - Evaluating Options View
  • May 2019 - Happy Like Macy View
  • March / April 2019 - Is It Necessary to Worry? View
  • February 2019 - What Are AP Classes Worth to Your Student? View
  • January 2019 - Overcoming Obstacles View