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Resources

young girl in a flower outfit holding a flower out while a golden lab smells it
Ty Bernicke, CFP® | President

Happy Like Macy

The happiest animal to grace this planet is without question my yellow lab Macy. She is always excited to see anyone in her presence, she never holds a grudge, and she seems to love every human being she encounters. Other than being a little passive aggressive by retaliating if she doesn’t get her way, Macy doesn’t have many character flaws.

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Headwinds In Todays Market

Anytime we get to spend time with our clients, it is so humbling. We thoroughly enjoy helping our clients navigate their life moments and providing some peace of mind as life moves in different directions. However, serving hundreds of households doesn’t really sink in until you bring them together and fill an entire room! It’s a wonderful reminder of the impact we can have by striving to help clients with their financial needs and educating them on a variety of financial topics.

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Is It Necessary To Worry

As I have mentioned in previous newsletters I tend to worry about a lot of different things. One thing I worry about occurs when I am traveling and I have to catch an early flight home the next day. During this non-event I am guaranteed to sleep less than four hours the night before the flight leaves.

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voting booths
Ty Bernicke, CFP® | President

Does History Repeat Itself

Regardless of your political affiliation, I think we can unanimously rejoice that political advertisement season is behind us! With that in mind, I thought it may be interesting to share a historical perspective on the midterm elections. The Capital Group dug into 85 years of midterm election history and identified some key takeaways that I wanted to share with you.

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How New Tax Laws Could Be Opening Doors For Pre-Retirees Article Cover
Ty Bernicke, CFP® | President

How New Tax Laws Could Be Opening Doors For Pre-Retirees

It is estimated that 80% of individual taxpayers will end up paying less in taxes in 2018 as a result of the new tax legislation, according to the non-partisan Tax Policy Center. This temporary tax overhaul should be carefully considered if you are a retirement investor. Before describing why the new tax relief may open doors for some that may never be opened again, it is worth considering a few challenges within the economic landscape that may shape the future of taxes.

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Ty Bernicke, CFP® | President

Health Insurance Strategies For Retirement

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. By carefully selecting how and when you take various forms of retirement income, you can potentially save thousands of dollars in health insurance costs.

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Ty Bernicke, CFP® | President

Health Insurance Strategies For Retirement

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. By carefully selecting how and when you take various forms of retirement income, you can potentially save thousands of dollars in health insurance costs.

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Ty Bernicke, CFP® | President

Should Tariffs And Trade Deals Change Your Investment Strategy

Recently my daughter had been relentlessly asking for a trampoline for her upcoming birthday. Sadie is now 12, and she has been asking for a trampoline for about three years now. My wife and I have been united in not allowing this purchase until this year. The final decision, however, was made in her favor because of a few subtle tactics.

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