Posts Tagged ‘cfp’
Top Ten NON-Tax 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…
Read MoreBitcoin – Should you “invest?”
By Nick Ziarek CFP®, CFA Should you “invest” in Bitcoin? The popularity of cryptocurrencies, and in particular Bitcoin, center around people’s varying beliefs in its role in the global landscape…
Read MoreThe “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often—an older adult wants to add one of…
Read MoreBenefits of Donating to Charity Using Your Retirement Assets
By Kevin Reardon, CFP® How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift…
Read MoreCOVID-19 Relief Bill to Provide $900 Billion in Relief
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22. The bill provides relief…
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