Financial Planning
2024 Important Numbers
2024 Important Numbers Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Now that the 2023 tax season ended a few weeks ago, it’s time to put more of our focus…
Read MoreFinancial Checklist for College Graduates
Financial Checklist for College Graduates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations on your recent graduation and officially starting your career! You will encounter many changes at this stage…
Read MorePlanning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreLeveraging HSAs for Retirement
Leveraging HSAs for Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Whether you’re just beginning to save for retirement or looking for ways to maximize your savings, incorporating a…
Read MoreThe Shakespeare Commitment: Celebrating 25 Years
The Shakespeare Commitment: Celebrating 25 Years Written By: Andrea Bulen, CFP® Last month, Kevin Reardon, CFP® shared the announcement of Shakespeare celebrating our 25th anniversary in 2024. Although it is important…
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