Posts Tagged ‘cfp’
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 MoreBitcoin – Should you “invest?”
By Nick Ziarek CFP®, CFA Should you “invest” in Bitcoin? The popularity of cryptocurrencies, and in particular Bitcoin, center around people’s varying beliefs in its role in the global landscape…
Read MoreThe “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 MoreBenefits of Donating to Charity Using Your Retirement Assets
By Kevin Reardon, CFP® How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift…
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