Estate Planning
Financial Advice During a Health Crisis
Financial Advice During a Health Crisis Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It is one of the days you may fear most – you have a serious…
Read MoreAndrea’s Tip of the Month | November 2021
New 401k Contribution and Gifting Limits for 2022… and don’t forget your favorite charities this season! Increased 401k Contribution Limits On November 4th, the IRS announced that the 401k contribution…
Read MoreNavigating the Maze of Fall Open Enrollment Windows for Health Insurance
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…
Read MoreGuest Blog – ‘How To’ Estate Planning for Digital Assets
‘How To’ Estate Planning for Digital Assets By Brenda A. Schlais, Estate and Wealth Planning Attorney at Angermeier & Rogers, LLP Password Problems A woman, whose husband had…
Read MoreDonating Appreciated Stock vs. Using a Qualified Charitable Distribution
For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit. Two of the most popular options are donating…
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