Posts by Brian Ellenbecker
Year-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we approach year-end, finances are on a lot of people’s minds. With a little over two weeks…
Read MoreShould I Take My Pension as a Lump Sum?
Should I Take My Pension as a Lump Sum? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The popularity of pensions as an employer retirement benefit has fallen over the…
Read MoreMedicare Planning During Open Enrollment
Medicare Planning During Open Enrollment Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For people enrolled in Medicare or for those soon to be eligible, there is no shortage of…
Read MoreStudent Loan Payments Set to Resume
Student Loan Payments Set to Resume Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than three years of a pause on student loan interest accruals and payments, those…
Read MoreWhen Should You Withdraw Money from Retirement Accounts?
When Should You Withdraw Money from Retirement Accounts? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement accounts like IRAs, Roth accounts, 401(k)s and 403(b)s are popular savings vehicles many…
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