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In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, gives an overview of the SECURE Act 2.0.

Do you still need health insurance for 2023? If you missed the December 15, 2022 deadline to apply for Marketplace coverage, fear not! There is

From decorating sugar cookies in matching buffalo plaid pajamas, to singing Christmas carols around the neighborhood, the holiday season is upon us.  What are some

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

As a high earner on the cusp of retirement, how might the Inflation Reduction Act of 2022 impact your retirement decision?   As you know,

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

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