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Guides

Emily Duss | Director of Sales & Marketing

7 Mistakes to Avoid When You Have Less Than Two Years to Retirement

The final two years leading up to retirement and the financial decisions you make during this time may greatly impact the financial success you achieve. Though it can be tempting to defer this planning, we have witnessed many lost opportunities over the years that cannot be recaptured. We feel it is critical to make the most of your financial options before it is too late. This guide is designed to review seven common “mistakes” that we have observed as individuals prepare for retirement. These mistakes can become opportunities if proper strategies are implemented before you retire.

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Bernicke

Pre Retirement Tax Minimization Strategies

The final few years leading up to retirement and the financial decisions you make during this time may significantly impact the financial success you achieve. Though it can be tempting to defer this planning, we have witnessed many lost tax opportunities over the years that cannot be recaptured. This guide is designed to help you minimize taxes by making the right decisions before your retire.

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Bernicke

Estate Planning Guide

Planning your estate is one of the most important steps you can take to ensure that your loved ones are provided for, and your wishes are honored. This Estate Planning Guide is designed to give you the critical information needed to ensure your assets are efficiently transferred to your loved ones.

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dbrindle

What to do When a Loved One Dies

This guide is designed to help you focus on essential steps that are needed after losing a loved one. Keep in mind that this is merely a guide and that specific steps may vary depending on your unique circumstances. Our team of professionals at Bernicke Wealth Management, is here to help you navigate through these difficult decisions.

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About Us

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.

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.