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.

  • New Tax Laws Open Doors for Pre-Retirees

    Ty A. Bernicke CFP® | Posted:

    These strategies have become more appealing to those who will be recognizing tax decreases as a result of the new tax legislation.

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  • Health Insurance Strategies for Retirement

    Kristie L. Weber | Posted:

    If you’re considering retiring before you’re eligible for Medicare, but aren’t sure you’ll be able to purchase affordable health care during that time, this white paper is designed for you.

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  • Is It Time to Review Your Beneficiary Designations?

    Susan K. Severson | Posted:

    So many times when we meet with clients we ask the question “Do you know how your beneficiaries are listed on that account?” Many times the answer we receive is “I don’t know, it has been so long since I opened that account that I just don’t remember.”

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  • Headwinds Facing America's Wealthy - Strategies for a Changing Economic Landscape

    Ty A. Bernicke CFP® | Posted:

    Many believe that the ability to preserve wealth will be increasingly difficult in the future. These concerns stem from challenges facing the United States, including National Debt, Changing Public Opinions, Changing Demographics. Understanding the headwinds created by these challenges is critical.

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