Posts by Brian Ellenbecker
Should I Take My Pension as a Lump Sum?
Should I Take My Pension as a Lump Sum? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The popularity of pensions as an employer retirement benefit has fallen over the…
Read MoreMedicare Planning During Open Enrollment
Medicare Planning During Open Enrollment Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For people enrolled in Medicare or for those soon to be eligible, there is no shortage of…
Read MoreStudent Loan Payments Set to Resume
Student Loan Payments Set to Resume Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than three years of a pause on student loan interest accruals and payments, those…
Read MoreWhen Should You Withdraw Money from Retirement Accounts?
When Should You Withdraw Money from Retirement Accounts? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement accounts like IRAs, Roth accounts, 401(k)s and 403(b)s are popular savings vehicles many…
Read MoreDoes the Marriage Penalty Exist?
Does the Marriage Penalty Exist? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting married is an exciting new chapter in your life. The excitement may dampen a bit when…
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