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

  • 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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  • The Family Meeting

    Ty A. Bernicke CFP® | Posted:

    The passing of a loved one can be a very emotional time for a beneficiary. In addition to the emotional strain, there are many financial matters that need to be taken care of following the loss of a loved one, which often become a source of added confusion and expense.

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  • Are You an Informed Shopper?

    Ty A. Bernicke CFP® | Posted:

    Being an informed shopper is a time-consuming endeavor that requires due diligence whether you are purchasing a vehicle, furniture or even investments. Unfortunately, the world of investing is so complicated that I don’t recall ever having met an investor who actually understood the expenses surroun

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  • Life Insurance in Retirement?

    | Posted:

    Throughout the journey of life we pass through different stages that require us to protect ourselves in different ways. This is dependent upon at which stage in life we are. We are often asked the question: “Do we need life insurance in retirement?”

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