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

  • Going Without Medicare Part D May Not Make Sense

    Lindsey M. Hendrickson Wealth Manager/Business Development Associate | 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.

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  • 529 College Savings Account Updates for 2020

    Daniel V. Estenson CFP®, AIF®, Wealth Manager | Posted:

    There are a few changes of note regarding 529 College Savings Accounts for 2020.

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  • Develop a Tax Sanctuary - The Two Pocket Exchange Strategy

    Ty A. Bernicke CFP®, President, Executive Wealth Manager | 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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  • Headwinds Facing America's Wealthy - Strategies for a Changing Economic Landscape

    Ty A. Bernicke CFP®, President, Executive Wealth Manager | 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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