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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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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Donating Appreciated Stock vs. Using a Qualified Charitable Distribution

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Donating Appreciated Stock vs. Using a Qualified Charitable Distribution – which option is right for you? 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 appreciated stock and…

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Webinar: Planning for Social Security Benefits

Webinar:  Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including:   *  eligibility of benefits, *  how benefits are calculated, *  benefit claiming strategies, and *  the current outlook of Social Security.   RSVP to Colleen@ShakespeareWM.com WHEN Wednesday,…

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