Year-End Financial Planning Reminders By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute planning moves. Position yourself to start 2022 off on a good financial note. Congress is currently debating the Build Back Better Act. To pay for infrastructure bills […]
Year-End Charitable Giving Reminders
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 […]
