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.
Sometimes it’s funny how different facets of life intersect unexpectedly. This 4th of July was very enjoyable for our family this year as we spent
A Donor Advised Fund is a separate charitable investment account that allows you to support many of your favorite charitable organizations. Donations of cash, securities,
In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout the month.
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
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.
