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Posts by Brian Ellenbecker

How Income Impacts Medicare Premiums

By Brian Ellenbecker | October 5, 2022
Pills and Money

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…

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Inflation Reduction Act of 2022

By Brian Ellenbecker | September 5, 2022
Inflation Photo

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…

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Understanding the Student Loan Relief Plan

By Brian Ellenbecker | August 25, 2022
Student Loan Forgiveness Photo of Books

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…

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Revocable Trusts: Fact vs. Fiction

By Brian Ellenbecker | August 5, 2022
Photo of Signing Documents

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…

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Leveraging the Flexibility of 529 Plans

By Brian Ellenbecker | July 5, 2022
Girl in Park Studying with Computer

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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