Posts by 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 MoreNavigating the Maze of Fall Open Enrollment Windows for Health Insurance
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…
Read MoreWill Social Security Be Around When I Need It?
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when…
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 More