Financial Education Resource Library

Browse our articles, guides, and other resources - developed by our experienced team and designed to help you reach your unique financial goals.

  • Why You May Be Able To Retire Earlier Than You Think

    Ty A. Bernicke CFP® | Posted:

    Much of the research done on how much money can safely be withdrawn from retirement nest eggs focuses on an initial amount that is withdrawn in the first year of retirement, and then assumes that this initial amount is increased by an inflationary factor every year thereafter. So what does this look like? Is this realistic? What does this practically mean for you as an investor?

    Send this blog post to someone:

    SUBMIT
  • Going Without Medicare Part D May Not Make Sense

    Lindsey M. Hendrickson | Posted:

    Even if you aren’t currently taking any medications, if you're turning 65 soon and will be eligible for Medicare, you may want to seriously consider enrolling in Part D coverage at the same time you enroll for Medicare.

    Send this blog post to someone:

    SUBMIT
  • 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.

    Send this blog post to someone:

    SUBMIT
  • 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.

    Send this blog post to someone:

    SUBMIT