Posts by Brian Ellenbecker
How Income Impacts Medicare Premiums
How Income Impacts Medicare Premiums Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Turning 65 is a milestone birthday. In the United States, that is the age where most people…
Read MoreInflation Reduction Act of 2022
Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called…
Read MoreUnderstanding the Student Loan Relief Plan
Understanding the Student Loan Relief Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® This article was written August 2022. On August 24, President Biden signed an Executive Order providing…
Read MoreRevocable Trusts: Fact vs. Fiction
Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning…
Read MoreLeveraging the Flexibility of 529 Plans
Leveraging the Flexibility of 529 Plans Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® 529 plans have quickly become the vehicle of choice for families saving for education goals.…
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