Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO discusses seven reasons why taking your Social Security benefits early might be a good choice for you!
In this financial market update for March 2025, Chief Investment Officer, Steve Latham, CFA, CFP®, tackles the conflicting narratives surrounding the economy. Is it thriving, failing, or headed for recession? Discover why consumer confidence is down while spending remains up, and what this means for the market’s stability and future growth. Get ready to cut through the noise and understand the real story behind the numbers.
Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO discusses seven reasons why taking your Social Security benefits early might be a good choice for you!
Are you trying to decide when to take your Social Security? In this video, Ty Bernicke, CFP®, President & CEO, discusses seven key factors to consider when deciding whether delaying your Social Security income might be a good choice for you!
Have you ever stepped into your car, ready to go, only to realize your keys are still inside the house? Or brewed a pot of coffee, only to forget the coffee grounds? These kinds of mistakes are a part of everyday life for all of us. The same is true for estate planning.
In this financial market update for December 2024, Chief Investment Officer, Steve Latham, CFA, CFP®, discusses the concept of “American exceptionalism”, highlighting how the US economy and markets have consistently outperformed other developed countries over the past few decades.
In this video, Ty Bernicke, CFP®, President & CEO, discusses smart retirement income strategies, focusing on tax minimization, investment bucket allocation, and the importance of flexible financial planning. Ty shares how to optimize your retirement income while enjoying your money wisely.
In this video, Ty Bernicke, CFP®, President & CEO, discusses smart retirement income strategies, focusing on tax minimization, investment bucket allocation, and the importance of flexible financial planning. Ty shares how to optimize your retirement income while enjoying your money wisely.
2025 already has provided quite a bit of excitement if you’ve been keeping your ear to the ground, listening to the goings on across the
In this video, Ty Bernicke, CFP®, President & CEO, breaks down the critical investment strategies for early retirement, focusing on three key investment buckets: tax-deferred, tax-free, and non-qualified accounts. He emphasizes the importance of creating a flexible 10-year retirement plan that considers tax implications, health insurance costs, and strategic withdrawal strategies to maximize financial independence.
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