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

  • Headwinds Facing America's Wealthy - Strategies for a Changing Economic Landscape

    Ty A. Bernicke CFP® | 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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  • 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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  • Helpful Resources For Downsizing

    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.

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