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

  • What Are "Digital Assets", and Do I Really Need A "Digital Estate Plan"?

    Susan K. Severson | Posted:

    In a world of endless logins, user names, and passwords, what are digital assets, and do we really need to worry about what happens with them when we are gone?

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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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