Year-End Planning Reminders

Year End Planning Reminders

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…

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Andrea’s Tip of the Month | November 2021

AB Tip 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 limit will increase in 2022 by $1,000, up to $20,500. For those over 50, the catch-up contribution remains at $6500, making the maximum contribution $27,000.…

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Andrea’s Tip of the Month | October 2021

Health Insurance Marketplace Enrollment Period Coming Up Are you under age 65, without group health insurance through an employer? If so, you are eligible to purchase health insurance through the Health Insurance Marketplace, which has an enrollment period of Monday, November 1st until Saturday January 15th. NOTE:  Enroll by December 15th for coverage that starts…

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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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