By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 2020 has been a unique year in many aspects. COVID-19 has created many problems, including delays in processing certain transactions. As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation. Be sure that […]
Wisconsin Announces Phase 2 of the “We’re All In” Initiative to Help Small Businesses
Earlier this year, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative. Because of its popularity, coupled with the fact that Wisconsin businesses continue to struggle through the pandemic, Wisconsin has made an additional $50 million available to businesses […]
FAFSA for 2021-2022 Academic Year opened 10/01/2020
The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 year opened October 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA before distributing their own need-based aid and, in some cases, merit-based aid. Students must submit the FAFSA every year to […]
Managing financial risk in your personal life
Click to see full article: The Bottom Line | 2020 Edition | Brian J. Ellenbecker, CFP, EA, CPWA, CIMA, CLTC
Time to Review Your Personal Insurance Program?
Time to Review Your Personal Insurance Program? An Interview with Brandy Enger, Director of Personal Lines at Vizance VIZANCE is a privately-held independent insurance agency offering a broad portfolio of insurance and risk management solutions for individuals and businesses. Since their founding in 1978, they have seen significant growth, particularly in the personal insurance […]
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