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

  • Creating a 10-Year Tax Minimization Strategy

    Ty A. Bernicke CFP® | Posted:

    The years leading up to retirement are frequently filled with a number of tax opportunities that, if not implemented, can never be recaptured.

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  • How to Get Your Investments Working for You, Not the Tax Man

    Stephen B. Poynter | Posted:

    Regardless of how far away you are from retirement, you can be taking steps now to save possibly many thousands of dollars on taxes over your lifetime.

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  • How to Be an Informed Shopper for Your 401(k) Plan

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

    Employers that offer work retirement plans to their employees, such as 401(k) or profit sharing plans, have certain responsibilities associated with the management of the plan – referred to as fiduciary responsibilities.

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  • Would You Pass a Social Security Quiz?

    Angela M. Carstens | Posted:

    Understanding Social Security and the various claiming strategies can certainly be complex, and the difference between understanding your options and not understanding your options can result in leaving thousands of dollars laying on the table.

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