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

  • 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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  • Develop a Tax Sanctuary - The Two Pocket Exchange Strategy

    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

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