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
- [Template] Credit Freeze Packet Download
For more educational articles, see our Resource Library.
Newsletters
- May 2020 - New Normal View
- March 2020 - What To Do In a Market Down Turn View
- January/February 2020 - What Are Digital Assets? View
- November 2019 - National Debt View
- 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