Bernicke Wealth Management

06/03/2026

If you've been told to convert your IRA to a Roth as fast as possible, this might be worth a watch.

Ty Bernicke, CFP®, President and CEO, shares an example of how a couple could pay over $95,000 more in ACA health insurance premiums than necessary, simply by following the old Roth conversion playbook.

📊 How the One Big Beautiful Bill Act changed the ACA subsidy cliff and what it means for early retirees
📊 Why your future tax rate (not today's) should drive your conversion decision
📊 A two-step approach using examples to help you decide what makes sense for your situation

Watch the full video below.

Schedule a free 15-min call: ➡️https://bernicke.funnelyt.com/r/qYHl4h4tQS5XesTcrCQd/eyJ2IjoiamlOTVFPRmFrZnMiLCJ1IjoiaHR0cHM6Ly93d3cuYmVybmlja2UuY29tL2xwLzE1L...

05/29/2026

During May, our Employee Giving Program, “Charity Fridays,” proudly supported Feed My People Food Bank.

For more than 40 years, Feed My People has helped fight hunger across West Central Wisconsin by rescuing and distributing nutritious food to local pantries, shelters, meal programs, and families in need. Their mission is rooted in the belief that no one should go hungry and that stronger communities start with access to healthy food.

Learn more: https://www.fmpfoodbank.org/

05/28/2026

We are absolutely thrilled to welcome Sadie Bernicke to the team this summer as an Operations Intern! 👋Sadie is currently pursuing a degree in Entrepreneurial Management from the University of Minnesota.

05/27/2026

Please join us in congratulating Regan Martin, our Digital Marketing Intern, on graduating from Chippewa Valley Technical College with a degree in Digital Marketing!🎓

We’re proud of her hard work and contributions to the Bernicke Wealth Management team. Congratulations, Regan!

05/25/2026

This Memorial Day, we take a moment to honor and remember those who made the ultimate sacrifice. We are grateful for their service and the freedoms we enjoy today.

05/19/2026

Thank you to everyone who joined us for our Altoona Client Appreciation Event!
We truly value the opportunity to spend an evening together enjoying great food, meaningful conversation, and a memorable performance by Anthony Shore and his All-Star Band presenting “Elvis in Concert."

05/14/2026

Did you know your estate plan could accidentally leave your children with nothing, even if everything is in writing?

Ty Bernicke, CFP®, President and CEO, covers three estate planning problems families frequently miss:

📊 The remarriage asset trap and how blended families can unintentionally cut out children from a prior marriage
📊 How spendthrift trust provisions can help protect assets from children who have a history of money management challenges
📊 Why living in a community or marital property state can put your child's assets at risk if they go through a divorce

Watch the full video below. 👇

04/29/2026

We’re excited to share that Billy has earned his CFP® designation!

This achievement reflects not only his hard work but also an ongoing commitment to delivering a high standard of service and meaningful value to the clients he serves every day.

Congratulations, Billy.

04/24/2026

During April, our Employee Giving Program, "Charity Fridays," proudly supported the Children's Museum of Eau Claire.

The Children's Museum of Eau Claire is dedicated to bringing learning and play together in a safe, inclusive space. Their interactive exhibits help kids grow creatively and academically, because play is very serious business!

Learn more: https://www.childrensmuseumec.com/

04/21/2026

I’m incredibly grateful to be named to the 2026 Forbes Best-In-State Wealth Advisors list, marking my ninth consecutive year receiving this honor.

Thank you to my clients for your trust and to my team at Bernicke Wealth Management, who make this possible every day.

Being named again to the Forbes Best-in-State Wealth Advisors list is a reflection of the collective effort of our entire team. It’s their dedication, attention to detail, and commitment to doing what’s right for our clients that make this recognition possible. We’re proud of the work we do together and grateful for the trust our clients place in us.

What excites me most is what's ahead. We're growing, and we're doing it with a team I trust completely. The next chapter is going to be our best one yet.

Congratulations to all the advisors recognized this year. Your leadership and care continue to elevate the profession.

Forbes Best-In-State Wealth Advisors 2026: https://www.forbes.com/lists/best-in-state-wealth-advisors/