Brian Ellenbecker
Planning Strategies Under a Lower Estate Tax Exemption
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top…
Read MoreManaging Retirement Income Sources
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize…
Read MoreHow to Reduce Premiums on Your Marketplace Plan
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Have a Marketplace Health Insurance Plan? Follow These Steps to Lower Your Premium! As a part of the American Rescue Plan…
Read MoreAre Value Stocks Poised for a Comeback?
IRS Provides Details on April 15 Postponement
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® On Monday, March 29, the IRS issued additional guidance and details on its announcement to postpone the April 15 tax filing deadline…
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