Bernicke Wealth Management, Ltd. | Checklists

Learn why you may be able to retire earlier than you think.

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Checklists

Taxes are one of the largest expenses that many retirees have. This coupled with an all-time high national debt makes tax planning more important than ever. This checklist is designed to help pre-retirees avoid unnecessary taxes.
According to a study released by United Income, it is estimated that retirees lose an average of $111,000 in income per household. Find out how to prevent this from happening to you.
The recipe for protecting your estate for your spouse, children, and other beneficiaries requires three steps. Learn more in this easy-to-follow checklist.
Planning for higher education and higher education expenses for your children or grandchildren can be a daunting task. This checklist highlights some of the strategies and tips that families may consider when helping their children or grandchildren prepare for education after high school.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.