Posts by Brian Ellenbecker
Should You File for Social Security This Year?
Should You File for Social Security This Year? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Deciding when to start Social Security is one of the most important retirement decisions you’ll…
Read MoreTip of the Month | December 2025
Tip of the Month | December 2025 Year-End Financial Planning Reminders Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we wrap up the year, it’s a great moment to…
Read MoreKey Provisions in OBBBA
Key Provisions in OBBBA Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® One of the main purposes of passing the One Big Beautiful Bill Act (OBBBA) on July 4th, 2025,…
Read MoreTip of the Month | July 2025
Tip of the Month | July 2025 Mid-Year Financial Check-In Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® July marks the halfway point of the year. While many of us…
Read MoreClearing Up Common Tax Misconceptions
Clearing Up Common Tax Misconceptions Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The United States Tax Code is incredibly complex. The tax code itself is currently almost 7,000 pages…
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