CIMA®
How to Reduce Premiums on Your Marketplace Plan
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Have a Marketplace Health Insurance Plan? Follow These Steps to Lower Your Premium! As a part of the American Rescue Plan…
Read MoreAre Value Stocks Poised for a Comeback?
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Read MoreIRS Provides Details on April 15 Postponement
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® On Monday, March 29, the IRS issued additional guidance and details on its announcement to postpone the April 15 tax filing deadline…
Read MoreSocial 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…
Read MoreThe 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…
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