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

  • 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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  • Why You May Be Able To Retire Earlier Than You Think

    Ty A. Bernicke CFP® | Posted:

    Much of the research done on how much money can safely be withdrawn from retirement nest eggs focuses on an initial amount that is withdrawn in the first year of retirement, and then assumes that this initial amount is increased by an inflationary factor every year thereafter. So what does this look like? Is this realistic? What does this practically mean for you as an investor?

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  • New Tax Laws Open Doors for Pre-Retirees

    Ty A. Bernicke CFP® | Posted:

    These strategies have become more appealing to those who will be recognizing tax decreases as a result of the new tax legislation.

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  • Health Insurance Strategies for Retirement

    Kristie L. Weber | Posted:

    If you’re considering retiring before you’re eligible for Medicare, but aren’t sure you’ll be able to purchase affordable health care during that time, this white paper is designed for you.

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