Bernicke Wealth Management advisors are frequently asked, “How can I minimize taxes in retirement?”
In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout the month.
The Two Pocket Exchange Strategy is a tax planning technique designed to help clients save on their healthcare costs and potentially retire early!
Strategic investments in treasury bills and notes can help you to easily make more money than you can by investing with your bank’s options.
Ty Bernicke, President and owner of Bernicke Wealth Management, located just outside of Eau Claire in Altoona, Wisconsin, was recently recognized as a Best-In-State Wealth
In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout March 2022.
With one unilateral decision, Russia has taken an already uneasy global economy and flipped it completely on its head.
In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout February.
Tech stocks, especially the “super cap” tech stocks like Microsoft, Apple, and Alphabet, have held the limelight of the market for the better part of
There is still time for Wisconsin residents to get an income tax deduction for Edvest 529 college savings to account for contributions for the 2021
Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.
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