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