This past year I listened to an inspiring interview with the singer and songwriter, Jewel, who discussed her difficult upbringing in the Alaskan wilderness. Unfortunately,
In this brief video, Chief Investment Officer, Steve Latham, discusses what the GDP rebounds, recent fed hikes and midterm elections mean to the market.
The Social Security Administration recently announced an 8.7 percent Cost-Of-Living Adjustment (COLA) for Social Security and Supplemental Security Income Benefits for 2023. The COLA increase
In this brief video, President & Owner, Ty Bernicke, walks you through the hot topics and concerns about the state of the stock market and
We hope everyone enjoyed their summer and is preparing for the Autumn season. I know my kids are excited to start carving pumpkins and visiting
As a high earner on the cusp of retirement, how might the Inflation Reduction Act of 2022 impact your retirement decision? As you know,
Estate planning is often an overlooked part of an individual’s financial picture. Taking care of matters after you have passed away can be very costly
A common concern for people who expect to outlive their retirement nest egg is how their assets will be handled after they pass. This is
The Board of Trustees for the Old-Age, Survivors and Disability Insurance (OASDI) has issued their 2022 annual report for the Social Security (OASI) and Social
In this brief video, our President, Ty Bernicke walks through the key topics that moved the market throughout the month.
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.
© 2022 Bernicke Wealth Management, Ltd.
