Financial Education Resource Library
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Browse our articles, guides, and other resources - developed by our experienced team and designed to help you reach your unique financial goals.
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Develop a Tax Sanctuary - The Two Pocket Exchange Strategy
Ty A. Bernicke CFP® | Posted:
One frequent and costly tax mistake our firm witnesses can easily be avoided by repositioning an investor’s assets. This means shifting your retirement savings from tax-inefficient investments to tax-efficient investments. At our firm, we call this technique “The Two Pocket Exchange Strategy” as it
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You Found that WHERE?!
Susan K. Severson | Posted:
I’ve heard a number of funny, surprising, and interesting stories over the years about the various places executors, beneficiaries, and other individuals have found valuable items hidden for safekeeping by the original owner.
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Should You Consider Funding an HSA (Health Savings Account)?
Kristie L. Weber | Posted:
A Health Savings Account (HSA) is a tax-exempt trust or custodial account that you set up with a qualified HSA trustee to pay or reimburse certain medical expenses that you incur.
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Helpful Resources For Downsizing
Susan K. Severson | Posted:
A topic that has been coming up more frequently in meetings with clients, as well as in discussions with friends and co-workers, is downsizing. While searching for ideas to help myself and others tackle all of the "stuff" we have accumulated over the years, I found two short books on Amazon that contain what I feel are some practical and helpful tips for starting the process of downsizing.
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