Posts Tagged ‘Brian Ellenbecker’
The American Rescue Plan Act of 2021
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® On March 11, President Biden signed the American Rescue Plan Act into law, his first major piece of legislation as president. There…
Read MoreTop Ten NON-Tax Estate Planning Tips
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families. However, estate taxes…
Read MoreGameStop, Reddit, and Market Mania: What You Need to Know
The “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often—an older adult wants to add one of…
Read MoreCOVID-19 Relief Bill to Provide $900 Billion in Relief
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22. The bill provides relief…
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