Brian Ellenbecker
Year-End Planning Reminders
Year-End Financial Planning Reminders By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute planning moves.…
Read MoreNavigating the Maze of Fall Open Enrollment Windows for Health Insurance
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…
Read MoreDonating Appreciated Stock vs. Using a Qualified Charitable Distribution
For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit. Two of the most popular options are donating…
Read MorePlanning 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…
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