Posts Tagged ‘Brian Ellenbecker’
Tip of the Month | December 2021
Tip of the Month | Top Lessons of 2021 A former colleague of mine, Mike Antonelli, who is the Market Strategist at Baird, recently shared some of his top lessons…
Read MoreYear-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 MoreOpen Enrollment – Questions to ask about your employer group benefits and Medicare
By Kevin Reardon, CFP® Open Enrollment – So Many Questions! It’s that time of year again, when we either review group benefits at work OR our Medicare options (for those…
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 MoreWebinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility…
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