Posts by Brian Ellenbecker
How We Help: Business Owners
How We Help: Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As a business owner, you have a unique set of circumstances regarding finances. Not only do you…
Read MoreTax Planning Considerations for Social Security and Medicare
Tax Planning Considerations for Social Security and Medicare Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® While Social Security and Medicare are two distinct programs, many people view them in the…
Read MoreYear-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another year-end is in sight! In addition to planning for the holidays, finances are also on people’s minds.…
Read MorePost-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.…
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