Posts by Brian Ellenbecker
Post-Election Tax Planning
Post-Election Tax Planning Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On November 5, a red wave appears to have swept through the country with Republicans winning the election for…
Read MoreCelebrating 25 Years: What Makes Shakespeare Unique
Celebrating 25 Years: What Makes Shakespeare Unique Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For 25 years, Shakespeare has been committed to helping our clients pursue peace of mind.…
Read MoreReview Your Medicare Prescription Drug Plan
Review Your Medicare Prescription Drug Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Medicare open enrollment is quickly approaching. The window opens October 15 and runs through December 7.…
Read MoreSECURE Act 2.0: Final Regulations
SECURE Act 2.0: Final Regulations Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On July 18, 2024, the IRS issued the final regulations for the SECURE Act, ending a four-year…
Read MorePlanning for the Expiration of TCJA: For Individuals
Planning for the Expiration of TCJA: Top Issues for Individuals Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In April, we discussed how the expiration of the Tax Cuts and…
Read More