BAK Wealth Management

We appreciate your continued support! Let's celebrate summer together at our customer appreciation picnic on August 22nd!

We will be closed on Thursday, July 4th, and available only by e-mail on Friday, July 5th.

If you need us, please reach out to [email protected], or
www.bakwealthmanagement.com

Happy 4th of July!

BAK Wealth Management will be closed on Monday, May 27th, for Memorial Day. Thank you to those who have made the ultimate sacrifice.

It was an honor to have been invited to speak with the Bismarck High School AVID Classes! It was a pleasure discussing financial planning and investment strategies with such an engaged audience. Thank you to everyone involved, especially the BHS students! 📚

Happy Easter! 🐰

🎉Meet the newest member of the BAK Wealth Management family, Willa Berreth. Willa, daughter to former assistant, Rikki, made her debut on January 3rd, weighing 7 lbs 15 oz. Rikki, Steve, and big brother Cal, are all doing great! Congratulations, Berreth’s!

BAK Wealth Management will be closed on Monday, February 19th, in observance of Presidents' Day. We will resume normal business hours on Tuesday.

Please welcome the newest member of the BAK Wealth Management crew! Zuri, the daughter of assistant Charity Harding, was born on October 31st. Both Mom & Baby Zuri are doing great!

Happy Thanksgiving from all of us at BAK Wealth Management! Please note we will be out of the office today and Friday.

Thank you for your service, today and every day.

We will be closed on Monday, May 29th, in honor of Memorial Day.

From all of us at BAK Wealth Management, thank you to the brave men and women who have made the ultimate sacrifice for our country.

Administrative Professional Day looked a little different this year at BAK Wealth Management!

As we celebrated Administrative Professional Day at BAK Wealth Management, we were able to make new introductions and had to say some goodbyes.

Rikki Berreth has started her new adventure staying at home to focus on her family and to raise her son. Rikki was with BAK Wealth Management since inception and was an integral part of the team and the growth of the firm. In the best interest of the company, she generously spent her final few months with BAK easing the transition by working directly with our new Administrative Assistant, Charity. We can’t thank Rikki, and the Berreth family, enough for the time, effort, and commitment. She will be missed!

Fortunately, our search for a replacement was obvious and didn’t last long.

Please welcome the newest member to our team, Charity Harding! Charity brings nearly a decade of experience as a legal assistant and genuinely thrives in helping people. Charity is excited to connect with the existing and future clients of the BAK Wealth Management. In her short tenure with BAK, she has already made an immediate impact. In her free time, Charity, her husband Tyson, and their son, Cash, enjoy summer days boating at Lake Sakakawea, camping with “Amma and Papa”, and traveling to Minnesota to visit Charity's family. BAK Wealth Management is fortunate to have Charity join the team and is excited to see her future growth with the firm.

Due to winter weather, BAK Wealth Management staff will be working remotely on Wednesday, April 5th. Stay safe & warm!

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2023.

https://www.bakwealthmanagement.com/Key-Retirement-and-Tax-Numbers-for-2023.c10034.htm

Key Retirement and Tax Numbers for 2023 Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.

BAK Wealth Management is closed today, February 20th, for Presidents' Day. We will resume normal hours tomorrow.

It's Giving Hearts Day and BAK Wealth Management is proud to support the non-profits that we believe in! This year, we chose to donate to Prairie Paws Rescue and the 31:8 Project. Since the first event in 2008, generous donors have given more than $138 million, 100% of which goes directly to participating charities.

The $1.7 trillion appropriations bill passed by Congress at the end of last year included some notable provisions affecting workplace retirement plans and IRAs.

https://www.bakwealthmanagement.com/HOT-TOPIC-SECURE-2-0-Aims-to-Brighten-the-Future-for-Retirement-Savers.c10027.htm

HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

BAK Wealth Management will be closed on Monday, January 16th.

Wishing everyone a very Merry Christmas and a Happy New Year! We hope your holiday season is filled with joy!

Due to current weather conditions, BAK Wealth Management will be closed today, December 14th. We are monitoring phones and email if you need to reach us. Stay safe & warm!

Demand for the dollar tends to increase during difficult times as investors seek stability and security. Despite high inflation and recession predictions, the U.S. economy remains the strongest in the world.

HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy? This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.