Newsletter

Dan V. Estenson CFP®, AIF® | Lead Wealth Manager

Bernicke Letter: May 2024

FAFSA Changes Create “Grandparent Loophole” for College Savings Accounts   Recent changes made to the 2024-2025 Free Application for Federal Student Aid (FAFSA) will make

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Ty Bernicke, CFP® | President & CEO

Bernicke Letter: April 2024

Exciting News! Introducing Our New Location in Minnetonka   Bernicke Wealth Management is expanding! We’re excited to announce our new office in the Crescent Ridge Corporate

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Ty Bernicke, CFP® | President & CEO

Bernicke Letter: March 2024

The Juice Is Worth The Squeeze Vince Lombardi was arguably one of the greatest football coaches of all time. One thing that made Lombardi successful

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Steve Latham, CFA, CFP® | Chief Investment Officer

Bernicke Letter: January 2024

Oil Market Dynamics Are Out Of Whack Having a conversation around gas prices is somewhat similar to death and taxes: They’re all unavoidable! I’m comfortable

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Cover of the guide Why You May Be Able To Retire Earlier Than You Think