Posts by Brian Ellenbecker
Understanding the Student Loan Relief Plan
Understanding the Student Loan Relief Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® This article was written August 2022. On August 24, President Biden signed an Executive Order providing…
Read MoreRevocable Trusts: Fact vs. Fiction
Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning…
Read MoreLeveraging the Flexibility of 529 Plans
Leveraging the Flexibility of 529 Plans Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® 529 plans have quickly become the vehicle of choice for families saving for education goals.…
Read MoreTax Filing After Loss of a Loved One
Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we…
Read MoreInvestor Behavior: Impact of Cognitive Bias
Investor Behavior: Impact of Cognitive Bias Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As human beings, we all have cognitive biases. A cognitive bias is an error in…
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