Posts Tagged ‘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 MoreLifetime Transfers to Children
How 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 MoreIRS 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…
Read MoreSocial Security Benefits for Spouses, Children and Survivors
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Choosing when to apply for Social Security benefits is an important decision and can greatly impact a person’s ability to meet their…
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