NWSB Blog / Wealth
Wealth Matters
Looking for more useful information and insights? You will find both in the articles below.

Prioritizing your retirement
As you approach your retirement years, it’s helpful to envision what this special time might look like and how you will fill your days. Understandably, for many of us, financial resources are...
Mark P. Bernier, CFA | Posted on Dec 21, 2021

Tax benefits associated with charitable giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to...
Mark P. Bernier, CFA | Posted on Dec 06, 2021

Investment Decisions
Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions...
Mark P. Bernier, CFA | Posted on Nov 03, 2021

Risk in the investment world
In general
Risk is all around us, and we all take risks every day. Some people consider driving a car risky. Others don't seem to mind driving but don't like flying in an...
Mark P. Bernier, CFA | Posted on Sep 09, 2021

Dealing with a projected income shortfall
When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to...
Mark P. Bernier, CFA | Posted on Aug 25, 2021

Get On The Right Financial Path
The first half of 2021 is behind us. As life emerges from the pandemic to a "new normal," a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure...
Mark P. Bernier, CFA | Posted on Aug 08, 2021