Brian’s Tip of the Month | December 2021

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Top Lessons of 2021 A former colleague of mine, Mike Antonelli, who is the Market Strategist at Baird, recently shared some of his top lessons from 2021. There were three that I thought were particularly relevant given the current market and political environments we find ourselves in. I hope you enjoy them as much as…

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How to Handle ‘Leftover’ 529 Balances

How To Handle 'Leftover' 529 Balances

By Ryan Rink CFP®, ChFC®, CLTC®   How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college.  However, deciding on the right amount to save to a 529 plan can be challenging.  The actual cost of college can depend on a variety of factors, such as if the child…

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Will Social Security Be Around When I Need It?

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when to begin receiving benefits? While some changes will need to be made to Social Security (e.g., payroll taxes may increase or benefits may be reduced…

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Digital Currency Versus Bitcoin and the Future of Money

By Daniel Burrus – one of the World’s Leading Futurists on Global Trends and Disruptive Innovation. When Bitcoin debuted in 2009, I published an article making a few predictions using my Hard Trend Methodology that have proven to be highly accurate. While I stated that cryptocurrency and blockchain technology represented a Hard Trend that would grow exponentially,…

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Family Love Letters

Family Love Letters

By Kevin Reardon CFP® Family Love Letters What are family love letters? We have all heard stories of someone on their death bed who said, “there are some things that I have always wanted to tell you,” or the survivor who lamented “I wonder what Mom or Dad thought.”  Imagine if each of us, in the…

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