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.
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 Appreciation - Monday and Tuesday, June 17-18, 2019
5:00 - 7:00 pm
Florian Gardens, Eau Claire
Invitations and registration will be available shortly, so watch your inboxes, mailboxes, or check back here for details.