We believe in superior service through education.
Looking to learn more about a particular financial topic? Bernicke Wealth Management offers live educational workshops around popular topics like Social Security, Investment Management, Health Insurance in Retirement, Estate Planning, and more.
Upcoming Educational Wealth Management Workshops
Expiring Tax Laws Require Quick Changes By Pre-Retirement Baby Boomers
- An efficient technique for implementing Roth conversions annually prior to tax rates increasing upon the expiration of the Tax Cuts & Jobs Act in 2025
- Tax strategies designed to preserve your assets and future income from the surging U.S. National Debt
- Why delaying Social Security can have a significant reduction in the taxes you pay and the retiree health insurance costs you have prior to age 65
- Why placing your more conservative investments in 401ks, 403bs and IRAs can save you thousands of dollars during your lifetime
- Why the recent passing of the Inflation Reduction Act will have significant impacts on those needing retiree health insurance prior to 65, and how to structure your investments to help minimize the tax burdens associated with this change.
- How to magnify tax deductions from charitable giving in advance of retirement
