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.
In this video, Ty Bernicke, CFP®, President & CEO, delivers a comprehensive annual market review for 2024, highlighting the remarkable performance of US stocks and providing insights into the nuanced differences between growth and value investment strategies.
In this video, Ty Bernicke, CFP®, President & CEO, discusses the factors to consider when deciding whether to claim Social Security benefits early or delay them. Discover the pros and cons of different Social Security claiming strategies and how they can affect your retirement income.
This has undoubtedly been an eventful year, to say the least. We experienced a continuation of the Artificial Intelligence boom, a shift in dual mandate focus from the Federal Reserve, and, of course, the U.S. presidential election.
In this video, Ty Bernicke, CFP®, President & CEO, discusses the factors to consider when deciding whether to claim Social Security benefits early or delay them. Discover the pros and cons of different Social Security claiming strategies and how they can affect your retirement income.
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