I believe tax minimization strategies are missed because of something I call “The Gap.” The Gap occurs because people typically pay their CPAs to provide tax preparation or accounting services.
Retirement can often be daunting to many, but you can turn this daunting event into something to really look forward to with the appropriate guidance
With Halloween right around the corner, children across the country will be looking to avoid the many monsters and ghosts that await them at each
Minimizing taxes, obtaining affordable health insurance, and having ample penalty-free income at a young age are all critical variables for early retirement.
Affordable health insurance is one of the biggest obstacles preventing people from early retirement.
What’s in the $1 Trillion bipartisan infrastructure bill and how does congress plan to pay for it? In this short video, we tell you what you need to know.
High school students often have a “dream” college that they have been planning on attending for many years by the time they graduate. These are
As a high earner on the cusp of retirement, should you consider utilizing COBRA versus purchasing Health Insurance on the Marketplace? As many of you
Many people will make out checks to their favorite charities and then report this information when it comes to tax time. Unfortunately, this simplistic approach can leave tax savings on the table.
One of the wonderful joys of being a parent involves guiding your children through the ups and downs of life. While it may be more
Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.
© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
