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Are Value Stocks Poised for a Comeback?

March 31, 2021 By Brian Ellenbecker

Value Stocks Poised For Comeback 3.31.21

Filed Under: Brian Ellenbecker, CFP®, CIMA®, CLTC®, CPWA®, Financial Planning, Investment Management Tagged With: assets, comeback, earnings, economic recovery, growth potential, growth stocks, index funds, low-interest, market, returns, tech-giants, undervalued, value stocks

Top Ten NON-Tax Estate Planning Tips

March 12, 2021 By Brian Ellenbecker

Top 10 Estate Planning Tips

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC®   Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families.  However, estate taxes currently apply only if you have an estate worth more than $11.7 million (and twice that if you are married). Obviously, that means most people […]

Filed Under: Brian Ellenbecker, CFP, CFP®, CIMA®, CLTC®, CPWA®, Estate Planning Tagged With: annuities, assets, beneficiary designation, Brian Ellenbecker, cfp, cima, cltc, cpwa, employee benefits, end of life, Estate Planning, family meeting, financial and health care power of attorney, hcpoa, health care, insurance policies, letter of instruction, living trust, long-term care insurance, medical decisions, minor dependents, power of attorney, revocable living trust, Shakespeare Wealth, successor trustee, titled, To do, Top 10 List, trust, will

Guest Blog – 5 Gift Options for Tax Savvy Charitable Planning

February 17, 2021 By Shakespeare

5 Gift Options For Tax Savvy Charitable Planning

      By Lauren Iwema, CAP®, Senior Advisor, Charitable Estate Planning for the American Heart Association Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to make a charitable gift. One thing is clear in working with […]

Filed Under: Tax Planning Tagged With: AGI, american heart association, appreciated stock, assets, beneficiary, charitable, donations, immediate tax deduction, ira charitable rollover, lauren iwema, non-cash assets, qcd, qualified charitable distribution, real estate, stimulus bill, Tax Savvy, tax situation

Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?

November 12, 2020 By Shakespeare

Guest Blog Home Care Assistance V. Assisted Living

Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK.  “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]

Filed Under: Insurance - Preserve and Protect Tagged With: assets, assisted living, cost, elder care, elder care advocate, home care assistance, home health care, nursing care, Pam Foti, safety, Vesta Senior Network

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N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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