In early October, Rose and Jackie had the privilege of attending the JP Morgan Chase Women on the Move Leadership Day in New York City. This prestigious event hosts employees and a select group of financial advisors from around the country. They heard from top…READ MORE
We are pleased to announce and welcome two new talented investment minds, Matt Rittenhouse, CFP® and Lance Rosina, to the Bernardo Wealth Planning team. Matt brings over 16 years of investment and financial planning experience to our firm. He joins us from Whipple & Associates/Mass Mutual…READ MORE
There is a great deal of competition for a modern family’s income. Each month, the average family writes checks for rent or mortgage, childcare, and utilities. Couple those monthly expenses with outlays for transportation, food, clothing, tuition bills for children, student loan payments, and expenses…READ MORE
