Andrea’s Tip of the Month June 2021

AB Tip June 2021

Termination Risk for your Long-Term Care Policy! If you have long-term care insurance, it’s likely you pay your premium on an annual basis after your insurance company sends you a bill.  The danger is that bills can get lost in the mail or misplaced in your home.  If the required premium for your LTC insurance…

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Social Security Benefits for Spouses, Children and Survivors

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Choosing when to apply for Social Security benefits is an important decision and can greatly impact a person’s ability to meet their retirement goals. The decision becomes more complex if a person is or was married or has children eligible to receive benefits. It’s possible those individuals…

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The American Rescue Plan Act of 2021

American Rescue Plan Act Of 2021

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® On March 11, President Biden signed the American Rescue Plan Act into law, his first major piece of legislation as president.  There are a large number of provisions in this law. Below are the key provisions most likely to impact you: 2021 Recovery Rebates As with past…

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Top Ten NON-Tax Estate Planning Tips

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…

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